Wealth Management
For High-Net Worth individuals, athletes and pension funds.
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Our philosophy combines financial planning and investment management; a holistic approach to looking after you while overseeing the management of your assets.
Our active management and conviction-based approach form an integral part of our DNA as we aim to provide an independent perspective for sustainable investment performance.
Understanding your goals, objectives, and risk tolerance are the founding principles of our relationship, enabling us to propose to you a bespoke investment strategy. We then build your portfolio based on your requirements, risk appetite and timeline, and put your strategy into action through our advisory or discretionary mandates.
Our advisory mandate is best suited for clients who have prior knowledge of, and who follow, financial markets, regularly. We advise you on the different asset allocation, but the decision-making power remains in your hands, all the time.
Our discretionary (managed portfolios) mandate is ideal for clients who would prefer their portfolio to be managed by our qualified and experienced finance professionals. Together with you, we build the asset allocation and manage your portfolio to help you achieve your goals and objectives.
Athletes Wealth Advisory
Athletes have very special needs in the areas of wealth management and financial planning, considering their relatively short careers as active professionals. Our dedicated team of specialists provides bespoke and sustainable financial solutions for you.
We implement successful wealth management strategies, designed to meet your objectives as a professional athlete, and to unlock the full potential of your wealth for the best possible impact in all areas of your life.​
Athletes often lack expertise, interest and time - three key components of a professional investment strategy. This is where our experts come in. We provide you with guidance on how to preserve your wealth today and for the next generation.
Our Athletes Wealth Advisory services include the analysis and optimisation of existing investments and identification of new investment opportunities. It provides you with access to premium platforms and financial solutions across banks and borders.
Financial education is part of the process, as we want to ensure you understand what you are investing in. We also provide support in a number of related services through trusted partners from our network.
An investment in knowledge pays the best interest.
BENJAMIN FRANKLIN
Other services
In addition to our core activity of wealth management, we have diversified our competencies and offering.
Wealth Management
Specialised entities within the group provide services that successfully integrate wealth management and corporate services with legal and tax advice, as well as IT and real estate.
Our aim is to provide services tailored to our clients’ requirements, and allow them to discover new investment and business opportunities, with the overall objective of helping them grow and thrive.