Asset Management Services

Client Profile

Our Executive management team took the decision to set a large minimum market value for our fund management accounts, motivated by the desire to avoid the pitfalls of our competitors. We have decided to take the “boutique” approach offering outstanding service that exceeds your expectations.

Corporate Clients

We offer asset management and advisory services for pension funds, endowment funds, foundations and other types of investment portfolios.

Clients benefit from:

• Focused investment management solutions tailored to the respective client portfolios
• Timely preparation and dissemination of accurate and meaningful reports
• Focused Equity and Market Research to fully support investment selections
• Regular meetings

Individual Clients

We offer discretionary investment management services to retail clients who have a minimum asset balance of $100 Million and are interested in personalized investment management aimed at preserving and enhancing their asset base through the creation of superior investment returns.

Clients benefit from:

• Personalized portfolio management by qualified and experienced professionals
• Improved portfolio performance
• Periodic reporting and updates on portfolio and macro-economic environment
• Removal of the hassle of managing a portfolio