Investments

We invest globally, preferring the medium of collectives (unit trusts, closed or open-ended investment companies, investment trusts, offshore, mutual and hedge funds). Not only does this approach result in a dilution of risk (collective investments typically invest in at least 60 to 70 individual stocks), it also allows us to delegate the stock picking to managers with proven track records in a particular market segment. A question of horses for courses!

We spend considerable time and resources evaluating fund managers before placing funds with them, and we carefully monitor their performance after investments have been made.

We normally manage to obtain sizeable discounts on investments. These discounts are always passed on for the benefit of our clients.

All clients have segregated portfolios, individually designed to meet their investment objectives and risk profile.

Equally, clients have separate, individual client accounts, thus allowing for easy reconciliation of all transactions relating to a particular account. All client accounts enjoy trust status. In other words, the individual client accounts are, effectively, ring-fenced and would not suffer any loss even if the bank in question were to collapse.