Undoubtedly, our core service offering and by far the most popular with our growing list of clients. Investment Management is tailored and split into two as follows: Investment Advice – For investors seeking advice regarding their investment requirements but wishing to retain full control of the decision making process. We aim to provide professional and independent advice based on our extensive market knowledge, experience and access to research.
Discretionary Portfolio Management – One of our most sought-after services, as investors often lack the time and knowledge to manage their own investments. Discretionary portfolio parameters are tailored and determined with the client according to their requirements. We have also designed the Private Investment Service (PINS) – A discretionary service, pre-structured into three distinct strategies which set the guidelines for the client’s portfolio management.