WHAT WE DO
We understand that most investors do not have the time or skill to choose an investment product that will achieve their investment objectives. Our role is to help you make sense of the various investment choices in the market and select the right product for your particular set of circumstances.
The ability to recognise and understand the individuality of our clients always reinforces our investment management services. We do not believe in making our clients make some of the toughest investment decisions themselves. Our suggested investment strategies are completely available to all clients; but they are not applicable to every client circumstance.
We all have different timelines; risk profiles, personal circumstances and our portfolios need to be constructed accordingly. We believe that investors with different characteristics are best served by suitably designed investment products.
Our approach to investment management involves:
UNDERSTANDING YOUR INVESTMENT OBJECTIVES
It is important to be clear about your investment objective before you invest. This helps us determine your investment horizon, risk profile and what type of returns you require to achieve your investment goals. Our wealth managers will ensure that your investment objectives are realistic and achievable.
CHOOSE A PRODUCT THAT IS APPROPRIATE FOR YOUR INVESTMENT OBJECTIVE
Different investment products are suitable for different investment goals. Our role is to make you understand the various product choices in the market and make an appropriate choice based on your personal circumstances and goals. When deciding which product may be most suitable for you, we consider factors such as when you would like to access your investment, your risk profile and return expectations.
ACTIVELY MANAGE YOUR PORTFOLIO
We actively monitor the stock market, selected fund managers and our managed portfolios. The world is always changing and our approach to portfolio management is designed to anticipate and adjust to change. We will construct a portfolio for you based on the investment strategy you have chosen and manage it on a discretionary basis. We will monitor your portfolio on an on-going basis and adjust it if necessary.
PORTFOLIO REPORTING AND REVIEW
Our role is to ensure that you stick to your objectives as discussed in the initial stages of our investment plan. Our wealth managers will review your objectives regularly to ensure that you are invested in a suitable product.