The most important issue in the planning stages is to set the investment objectives. Before we start, we set the objectives whether it is wealth preservation, income generation or capital appreciation.
We believe that the first deciding factor in managing a portfolio is the amount of risk the investor is willing to take based on the investment objectives and whether an investment is suitable for the investor’s profile. Our primary objective is to protect client’s wealth.
When designing a bespoke portfolio the next most important issue is the spread of the different investments in different asset classes. These are based on macroeconomic and geopolitical factors.
No limits of choices. Open architecture, best-in-class manager selection, direct investments in domestic and international equities, Investment funds, ETFs, Structured Products and other areas of investment suitable to the client’s needs.