The company offers discretionary asset management based on portfolio management agreements for individual mandates. Providing our clients with close, personalised support is our top priority as they select the custody bank(s) with which they wish to maintain securities accounts. In light of our select client base, their high quality service requirements and institutional mandate solutions, detailed, transparent reporting is one of the cornerstones of our ongoing communication with clients.
In addition to our private individual mandate solution, we also manage a range of investment funds for our clients. The investment philosophy, strategy and implementation in these portfolios does not fundamentally differ from that of our discretionary portfolios.