By determining the investors retirement income objective, appetite towards risk and time to retirement, our aim is to provide the investor with a cost effective and tax efficient solution to achieve their goal. All solutions must comply with Regulation 28 of the Pension Fund Act, 1956.
This is a collection of underlying investments, such as Collective Investment Schemes (CISs) and shares, wrapped into and administered as a single offering or product.
Unit trusts provide any investor with easy, cost effective access and exposure to a wide range of growth assets, which are selected and managed by investment professionals. As a long-term savings vehicle, they are well suited to investors who wish to contribute to their investments on a regular basis.
Private Share Portfolios
Private share portfolios is aimed towards the more sophisticated, high net worth investors that wants to include a personalised share portfolio as part of their overall investment strategy.
Offshore investments are aimed towards the more sophisticated, high net worth investors that aims to diversify their overall investment composition. Exposure is gained to global financial markets by trading in stocks, options, futures, forex, bonds, ETFs, CFDs and more from a single account. Commodities can be traded on 35 market centres.
Company Investment Strategies
Helping and advising our clients on suitable investment strategies and structures for their businesses, to accommodate an ever-changing economic environment.