What makes us different
- We believe that wealth is preserved and created by following a long-term strategy without excessive trading in a client's portfolio.
- We understand your needs, and through regular engagements with your Portfolio Manager and Financial Planner, we ensure that your investments are on track.
- We are unconstrained, which enables us to select local and global equities based on extensive research.
- We define risk as the potential to lose money and as such we seek a margin of safety in valuations and we diversify portfolios sufficiently.
- We pride ourselves on our precision and eye for detail. You have access to our specialist market research that guides our investment approach to achieving high quality, versatile investment solutions.