Model Portfolios

We offer our clients a range of investment models, differentiated by their needs. Firstly we need to clarify what a model portfolio is? It is a structure and formal arrangement with the Administration platform. Model portfolios make managing portfolios very efficient and effective. Instead of trying to monitor an individual portfolio for each and every client, we manage a variety of model portfolios. Which model your investment goes into is based on your risk appetite and investment objectives.

Our partnership with Fundhouse, a company which does qualitative research and fund ratings, helps us pick the very best funds which stick to their mandate so we give our clients the very best opportunity to consistently hit their objectives. Fundhouse have two seats on our investment committee and give us valuable input on our Fund of funds and our Model Portfolios.

Wealth Solutions

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Wealth Solutions

Global

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