Why work with us
- We provide an investment portfolio in your name, tailored to your specific needs, rather than a pooled fund.
- We offer flexibility on phasing in and drawing income and can establish a monthly pay schedule.
- You have access to your very own, dedicated Private Client Portfolio Manager, who can adjust your portfolio according to your needs.
- We provide complete transparency through detailed income and expense statements and portfolio reporting.
- We aim to deliver consistent investment performance over time, focusing on investment objectives and a consistent investment process to deliver on these objectives.
- We offer a low-cost structure with our transaction and custody fees in line with the lowest institutional rates available in the market
- We provide you with full access to your portfolio online.