We can help you find the right asset managers to suit your investment style, risk and objectives.
We undertake a strategic and tactical assessment of your requirements to ascertain the objectives, risk appetite, investment knowledge and past experience.
We spend time educating you on the different investment houses, banks, private banks and wealth and asset managers operating in the international financial markets. Assist with your decision in selecting the best institution for your banking, credit or investment requirements.
We guide you through the independent manager selection process
Following the comprehensive review of your criteria we provide a selection of financial institutions that suit your style and relationship goals. We assist you in selecting the right manager using our experience and knowledge of the shortlist.
We facilitate meetings with the selected organisation, assist with due diligence and often complex account opening processes and provide assistance with fee negotiation.
On-going and continuous monitoring of the financial institutions selected
Using our knowledge and experience in the financial markets we analyse the banking, credit and investment portfolios on a regular basis (monthly, quarterly, annually) to ensure the institution and manager are performing as per the original requirement.
Should any poorly performing managers be identified then we will meet with the manager to ascertain the reasons for their performance and take steps to ensure they rectify this or make the decision to make a change in the manager.
