Integrated Wealth &
Our focus on value addition when approaching investment strategies and estate planning, makes us an efficient, powerful, and trusted partner.
Our Corporate Fabric
What we are made of
INDEPENDENCE - CONFIDENTIALITY - COMPETENCE - RISK MANAGEMENT - CODE OF ETHICS
With an uncompromising sense for our code of ethics and standards of professional conduct, we adhere to the Family Office model, aiming to offer efficient solutions to our clients to assist them in their estate-related challenges. We function within risk management frameworks that put asset protection at the forefront of our approach.
Our Suite of Services
We are dynamic and we evolve. But we also preserve our core frame of mind – which is value-addition. It has to make sense. Beyond advisory and discretionary management, we also provide independent services and products.
Portfolio Management & Advisory
Tailor-made portfolios within carefully designed financial plans and Investment Policy Statements (IPS). We also offer advisory services to clients who can manage their own portfolios.
Institutional Fund Management & Advisory
Beyond asset management, we specialise in the target-dated approach. We also manage the tender process for institutional investors, whereby we screen, select, and monitor other asset managers.
We perform an independent check on your portfolio to allow you to have an objective view on your investments. We assess your allocation in light of your risk profile and evaluate the correlation between different asset lines.
Our integrated services are maximised within well-thought-out financial plans. We provide simple quantitative approaches to retirement planning, educational savings, and real estate analysis, within optimal asset protection structures.