PortfolioConstruction

As ex-investors, we have a strong heritage being stewards of client’s capital. We offer our clients an end to end advisory portfolio construction service, which can be tailored to their needs. Each of these services can be provided separately or as a single service. The process starts with a client outcome and uses our in-house asset allocation, manager research and portfolio construction skills to build and evaluate portfolios on behalf of our clients.

Building Portfolios