We aim to provide exceptional, personalised service and long-term value creation. By utilising an open architecture and through strategic partnerships, we are able tailor financial solutions to best meet our clients' investment needs. Our comprehensive range of services and solutions include:
Local and offshore equity funds and segregated portfolios
Our portfolios are constructed using a bottom-up approach, supported by in-depth fundamental research and quantitative screening. Read more about our investment philosophy.
Local and offshore multi-managed portfolios
Our multi-managed portfolios offer an optimal blend of various managers’ skills and styles, thereby reducing risk and optimising performance.
Financial transaction structuring
Private equity intermediation
Financial planning and structuring
We are able to assist clients with retirement planning, estate planning, tax planning, which includes the establishment of local and offshore trusts, as well as long term insurance solutions.
Quantitative and risk management services
We are able to assist clients with book management, specialised quantitative research and portfolio risk management services.
Foreign exchange treasury services
Clients looking to invest money offshore may benefit from our ability to secure preferential rates and fees on foreign exchange transactions.