Custom Made Portfolio Management and Investment Strategies

We manage individual portfolios for clients with a range of risk profiles – Income (no Equities), Conservative (maximum Equity exposure 30%), Balanced (maximum Equity exposure 60%), Growth (maximum Equity exposure 80%), Equity (a mixture of Equities and Gold, Commodities, etc.)
Besides these strategies we offer custom made solutions for clients who wish to create an investment strategy which addresses their specific wishes. Taking into account their assets, liabilities, income and expenses, we are able to help our clients to better assess their risk profile and achieve an investment strategy that is well suited to their particular requirements.

Wealth Optimisation

Some of our clients deal with several banks or different managers and would like to have one centralised overview and analysis to optimise their portfolios and avoid overlaps or unnecessary investments. We have provided this service very successfully, as we are aware of costs and other issues involved in portfolio management that could be less than optimal for the total wealth of the client. We have noticed, for instance, that some of our clients had the same shares or bonds in all their accounts and, when these were added up, the total risk to the portfolio was quite high. This made the portfolio more volatile than it should be for the performance it was producing. On the other hand, many important areas of future growth or sources of good dividends were under-represented in the portfolios. By correcting these imbalances and supervising the total portfolio risk return profile, we were able to produce superior results.We have invested in excellent portfolio management and risk control software, used by many of the large banks and institutions. This software enables us to offer a very clear and detailed overview of the advantages or disadvantages of current portfolio positioning and highlight changes that we suggest. We work very closely with our clients to set up this process and ensure that the total wealth of the client is optimally invested.