Our Services

We recognise that everyone has their own preference as to how they wish their investments to be managed, so you choose the level of involvement you would like to have in working with us to manage your investments. You can select any of the following options:

Discretionary portfolio (Wholesale investors only)
You give your adviser discretion to make investment decisions on your behalf.

Advisory portfolio
You prefer to be more involved and have input to investment decisions made, so your adviser will consult you prior to implementing any changes to your portfolio.

Execution only portfolio
This enables you to transact and execute investment trades through us utilising our custody service.

Supporting your loved ones and transferring your wealth to the next generation in a seamless, tax-efficient manner. Preserving your wealth for the next generation and beyond. Protecting your family and business. Advancing your causes. Building a legacy. These are extremely important – and personal – goals.

We can work with you and your tax advisor, trust and estate planning specialists to develop a comprehensive plan that helps you achieve your objectives. We can also refer you to our specialist network of professionals who can guide you and your family on all matters related to tax, establishment of the trust and trust management, as well as estate planning.

Where required, we can also provide access to our extensive network of specialist advisers with domestic and international expertise to efficiently structure and pass on your wealth to the next generation. We will also help invest your wealth efficiently and sustainably in line with your wishes.

Research has shown the importance of empowering and preparing your family and beneficiaries with the skills and experience to navigate the responsibilities and opportunities that lie ahead so you can successfully transfer and preserve your wealth for the next generation and beyond.

By leveraging our network of banking and financial specialists, we can facilitate the necessary introductions to assist you with your financing requirements – whether for short or long-term liquidity, working capital, acquisitions, investment opportunities, or restructuring. We will seek out what we believe to be the best options in market to help structure your borrowing needs or deposit requirements and find the person best placed to assist you.

Our greatest strength comes from the wide range of expertise gained over many years working in various banks and financial institutions and leveraging our skills to negotiate and achieve the best possible funding and banking solutions for our clients.