Our Investment Process

We have an investment management solution for most situations.  Once we understand your goals, circumstances and how you feel about investing, we will design an ‘investment portfolio’ around your needs.  An ‘investment portfolio’ is a group of financial assets such as stocks, bonds, commodities, currencies, cash equivalents and funds.

Our in-house Investment Committee will manage all the decisions around how your money is allocated and how your funds are selected.  We will hold your portfolio and keep a close eye on your investments, reviewing it regularly and making changes on your behalf, and in your best interests, as the financial markets vary.

Past performance is not a guide to future returns. The value of investments can fall as well as rise. Investors may get back less than invested.