OUR VALUE PROPOSITION

Individual and institutional investment and portfolio review

INVESTMENT
ANALYSIS

INVESTMENT
PROPOSALS

Individual and institutional investor portfolio composition

Multi management Investment consulting

INVESTMENT MANAGEMENT

INVESTMENT
REPORTING

Consolidated individual investor reporting portfolio level reporting fund and member health checks for institutional and prospective retail.

Management of product investment committees communication

INVESTMENT
COMMITTEE

MARKETING AND SALES SUPPORT

One-on-one client functions

Product design and development specialised products

PRODUCT 
DEVELOPMENT

MODEL PORTFOLIO ADMINISTRATION

Comprehensive investment administration