You have your own needs and goals — and your own preferences for how your wealth is managed. That’s why we offer you the flexibility to choose how we provide our services to you.
If you want personal advice, but wish to make or approve all investment decisions, our advisory services may be right for you. You will have:
If you prefer to establish overall direction for your portfolio, but delegate day-to-day decisions to world-class investment managers, our investment consulting service may be best for you. This will give you:
If you wish to simplify your complex financial affairs, and work together with your own personal portfolio manager to handle all the details, our discretionary management service may be your best choice. With our premium service, you can expect:
We would be pleased to help you determine which service, or which combination of services, is most appropriate for you.