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.

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.

This service is beneficial for Trustees, Charities or individuals seeking an objective review of their portfolio and its alignment to their goals and risk appetite or Statement of Investment Policy and Objectives (SIPO).

We will work with you to determine the overarching purpose of your investments, together with preferences and expectations. This simplifies ongoing management and for boards, ensures continuity.

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.

Clients will have an experienced adviser to assist with developing and implementing investment portfolios that consist of any combination of acceptable investments for either the Growth or Balanced Category.

Our services include ongoing investment advice, continued monitoring and management of the investment portfolio to ensure compliance with the Active Investor Plus (AIP) visa requirements, collating and providing relevant and supporting documentation to assist with their AIP application, as well as connecting clients to other professionals who are leaders in their fields in assisting investor migrants, from banking to tax and legal services.

We have significant experience dealing with investor migrants and work closely with our clients’ advisers to provide a seamless experience and better outcomes.