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Investment Services

Investment Implementation

Investment implementation is undertaken by our Advisory team on a daily basis and entails:

• Use of our seven member Broker Panel
• Discounted brokerage of 0.10% - 0.70% for clients
• Access to deal flow - initial public offerings and placements
• Access to mergers/acquisitions, purchase plans, etc
• Staged implementation of strategy - entering the market slowly and systematically

Investment Monitoring
 
Daily monitoring of the portfolio/s is made possible by the use of real time market data by our in-house team who access specialty external research as required and the resources of our seven member Broker Panel. Investment monitoring entails:

• Real time market data
• Input from Broker Panel
• Risk Management Guidelines
• Daily, weekly and monthly reviews
• Exceptions reporting
• Face-to-face meetings with fund managers and market analysts
• Quarterly re-balancing

Portfolio Reporting
 
For our standard Portfolio Management Service all clients receive comprehensive quarterly reports including:

• Portfolio Valuation
• Portfolio Asset Allocation
• Portfolio Income and Expense
• Portfolio Purchase and Sale
• Portfolio Performance
• Bank Statements