Discretionary Portfolio Management
The Company offers discretionary portfolio management services in equities and fixed income. This is commonly referred to as private mandates. This is available for an initial investment above a certain threshold.
This service is suitable for investors who prefer their own customised portfolios. These investors may specify certain requirements for their portfolios.
For discretionary mandates, we work closely with our clients to understand their risk profiles and investment objectives.
For this service, investors inform the Manager the parameters and objectives for their investments. This is documented in the Investment Management Agreement (IMA). Our portfolio manager then adopts an asset allocation strategy and security selection process that fit the investor's objectives.
In order to keep our investors informed, we ensure that our investors receive a monthly update on their investments.