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Mountain, travel, financial freedom, economy

Why us

Our portfolios are specifically created to meet your objectives and goals. We understand all clients are different and will look to build a portfolio designed around your key objectives: growing wealth, preserving wealth, providing income, or passing wealth on to future generations.

Our independence allows us to choose from most asset classes across the entire investment universe, including stocks, bonds, ETFs, collective investment funds, structured notes, hedge funds, commodities, and currencies. We offer both advisory portfolio management, where clients are actively involved in their portfolio, and discretionary portfolio management for those who need someone else to manage their assets on a day-to-day basis.

Diversification is the key to any successful portfolio. Our investment approach ensures that whatever your appetite for or aversion to risk, we construct a diverse portfolio focused purely on your objectives. All portfolio management clients receive a detailed statement every six weeks outlining all trades, holdings, and prices. Additionally, our research department produces an investment bulletin for all clients, keeping you updated on the markets and our investment strategy.


The model portfolios represent 3 scenarios: Cautious, Balanced, and Adventurous. Our Adventurous example will focus on areas such as Emerging Markets, and hold a high bias toward equity holdings. Potential returns are higher, however with the associated risks attached.

Capital preservation will hold an overweight of fixed return assets, be it corporate bonds or treasuries. It will invest in capital-protected products and multi-asset instruments. For the low/medium risk investor, who is not looking to beat the stock market.

We understand that every investor has different needs and objectives. It is why we pride ourselves on offering tailored portfolio management solutions.

World, financial freedom, investing






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Risk profile questionnaire

Press the button to open our risk profile questionnaire.

Can’t view the Questionnaire properly ? Click here for a PDF version.

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