Our Investment Philosophy
We focus our clients’ investments using the proven strategy of structured asset allocation
and fund manager diversification, with the latter based on carefully selected assets.
The primary objective is the performance of the entire portfolio, not that of any single
asset. We will not make investments based on trading tips or ‘get-rich-quick’ schemes.
Our independence ensures that our clients’ wealth is placed in the products of the
most appropriate companies. Both our clients and service providers recognise this
independence as being an essential component of our holistic value offering. All fees
or commissions earned are fully disclosed and agreed to upfront.