Services

Our Services

Whatever your needs, we have a solution to suit you. Whether you would like our Account Managers to manage your portfolio on your behalf or would like to have a self-directed approach, you can choose from a variety of options to manage your investment portfolio.

Advisory Services

If you want an option where you want to make your investment decisions and trade actively but don’t have time or resources to do it, our Advisory Services are for you.

Our Advisory Services allow you to capture the best opportunities in a fast-paced financial market, while making your own investment decisions. We will provide you with insight and recommendations through a continuous interactive advisory process constantly underpinned by your risk profile.

Discretionary Services

With the Discretionary Portfolio Management Service, you entrust your investment decisions to our team of professional portfolio managers. With a suite of discretionary portfolios tailored across a range of client risk profiles, we actively manage the portfolios to capture opportunities and mitigate risks.

Benefits of Advisory Services:

  • Investments ideas and recommendations from experts
  • Direct access to our specialists and a dedicated dealer for personalized assistance
  • Active trading support
  • Superior execution capabilities
  • A broad selection of securities
  • Access to a wide range of brokers
  • Competitive pricing

Benefits of Discretionary Services:

  • A team approach for performance consistency
  • Robust risk management through diversified sources of risk
  • Security selection based on research
  • Investment limits applied across asset classes, country and industry exposure
  • Constant risk monitoring
  • An excellent track record
  • Our returns have consistently exceeded our portfolio benchmarks over a rolling five year period
  • Quality research and wide product range