In a world where investment managers and advisors increasingly standardise investment solutions or promote their own in-house offerings, personal share portfolios are a superior way to tailor an investment solution, using underlying direct equities, not their derivatives.
We deliver truly independent and objective best of breed advice.
The key to building a passive portfolio is understanding the intricate details of each exchange-traded fund (ETF) that we hold. Not all ETF’s are the same, so careful research and analysis are done by our research team to find the optimal selection in order to deliver lower market volatility and superior risk-adjusted performance. Our low-cost passive portfolios are prudently managed by our team of experts, all you have to do is decide which passive portfolio matches the risk you are willing to take.
Global Multi-Asset ETF portfolios (See attached Portfolio info sheets)
Significant value add on foreign exchange transactions and cash management
We focus on small to medium size businesses and offer corporate advisory and transaction services across all industry sectors. Our core competency is in firms with an enterprise value between R50 – R200m.