Investment Advisory Services

Our investment approach is predicated on the notion that a sensible asset allocation framework provides the basis for a properly constructed portfolio.

Robust Investment Process

We maintain that tax efficient solutions and our robust investment process, along with a comprehensive understanding of a client’s needs, objectives and constraints, will enable us to design client portfolios that are properly balanced and likely to yield sustainable long-term investment returns.

Key Investment Considerations:

  • Your risk tolerance and capacity
  • Tax efficient structures
  • Asset allocation
  • Your target return objective
  • Global diversification and low correlations
  • Liquidity & time-frame
  • Your existing asset mix

Global Investment Solutions:

  • Corporate & Government Bonds
  • Deposits
  • Capital Secure Investments
  • Structured Products (EUR, STG & USD)
  • Exchange Traded Funds (ETF’s)
  • Property Investments
  • Private Equity
  • Multi-asset risk targeted portfolios
  • Direct Equities

Our Investment Philosophy:

  • We adopt a prudent and careful approach with a focus on protection of capital over
    the long term;
  • We take a global view of the markets, with global experience and perspective;
  • We know that tax efficient structures and cost management are key considerations
  • We maintain that diversification (across assets, manager’s, sectors and regions) is key to your portfolio’s success;
  • We will assist you in allocating to the world’s leading asset managers and asset classes;
  • We advise our clients not to chase the returns, and make sure you adhere to your personal risk profile.
  • We work tirelessly to carefully balance risk and return at all times.