If you require highly personalised investment advice, and have sufficient experience to assume responsibility for your own investment decisions, an advisory mandate may be appropriate for you. Your adviser — in conjunction with an analyst — will help you decide on investment strategy and prepare relevant proposals for your consideration. In addition, the advisory team will monitor your portfolio on a day-by-day basis and provide you with valuations, transaction reports and portfolio composition analyses at your convienence.

As an advisory client, your investment options will include:

  • Non-mainstream opportunities as they arise
  • Worldwide equities
  • Fixed income securities
  • Collective funds
  • Derivatives and structured products
  • Private equity vehicles
  • Hedge Funds


Our service is based on an open architecture that enables us to select products and services from a platform of the world’s best investment companies. In doing so, we draw on the expertise of our strategists and analysts at various locations abroad, who contribute significant added value with their profound knowledge of local markets.