Wealth Management

Our commitment to our clients is to provide a long term positive investment experience based upon protecting your wealth and also enhancing it. As part of a larger group we:

• Put the interests of our clients first
• Provide solutions independent of product providers
• Utilise leading edge technology
• Maintain the highest ethical standards in our business conduct
• Maximising tax efficiency

Because our company is independent and family owned, we can give impartial advice and we are not restricted as to whom we can do business with. This allows us to recommend investment strategies that suit you as opposed to those who are encouraged to provide funds to those who reward them.

Our Philosophy:

We employ a fiduciary approach to the management of all our client portfolios. Our investment philosophy is based upon strong academic and scientific knowledge, grounded in Modern Portfolio Theory and strongly influenced by diversification strategies developed by Nobel Prize winning financial economists. We utilise a dynamic asset allocation model which utilises both index based investments and an active based approach. We believe that an active approach can potentially protect your portfolio against structural changes in the markets or catastrophic events. An active approach can also take advantage of an expanded investments opportunity set (beyond what is contained in the index). Our active approach is carefully monitored and if it does not provide a return above the index then it will be dropped - so far they have delivered.