Private Wealth Management

As an independent asset manager we advise our clients objectively and without bias. We are not tied to a select group of products, freeing us from potential conflict of interests and therefore able to deliver best in-class investment solutions to our clients.

We work for our clients. Be it on a discretionary basis or and advisory mandate. Therefore we have a vested interest in accomplishing your investment objectives.

Our private wealth management team have witnessed possibly every conceivable client situation and such act with professional knowledge, born of experience, rather than offer a reaction.

 

Our business is built on relationships that start with a conversation.

In a personal meeting, we discuss and formulate our client’s individual investment strategy. We consider investment goals, liquidity needs, investment horizon, asset type and weighting. Most importantly we consider our clients risk tolerance.

We recognise that many of our clients have multiple Private Banking relationships and as such their investments are considered in isolation of each other.

We take a holistic approach and advise across all portfolios providing our clients a balance prospective, wherever their assets are housed. The custodian bank is entirely the client’s choice.