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An award-winning specialist in discretionary portfolio management, offering innovative and forward-thinking investment solutions to the clients of financial advisers and intermediaries, family offices, trustees, pension providers, insurance companies and other financial institutions based in Africa, Asia and the Middle East.

Our bespoke and model portfolios are invested with the best fund managers from the largest fund houses around the world, typically in the lowest cost institutional focused funds.

We always adopt a diversified approach to portfolio construction with a strong emphasis on liquidity, cost, and risk mitigation.

Portfolios can be invested across multiple asset classes, geographies, styles, and strategies with constant review to ensure they aligned to the current economic environment.

Alongside our traditional portfolios we also offer ESG portfolios for those looking for a more ethical focus.

Our international office is regulated by the Financial Services Commission of Mauritius and is an authorised Financial Services Provider regulated by the South African Financial Sector Conduct Authority.

Keywords

dfm, multiasset, sipps, investment management, mps, risk management, qrops, wealth management, trust, multimanager, model portfolios, portfolio construction, discretionary portfolio management, transparency, esg, sharia, bespoke portfolios, offshore

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14
2004
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