Discretionary: Some of our clients prefer for us to manage their portfolios on a daily basis. They’d rather remain passive investors due to their busy lives and professional commitments. Managing investments is a full-time job. It demands deep qualifications and extensive experience in piloting everything from boutique funds to super-sized portfolios through every imaginable market scenario. Our discretionary clients are always kept up-to-date with regular reporting about the performance of their investments in relation to their goals.

Non-Discretionary: Others prefer to be directly involved in the daily activities of managing their own portfolios. We will act upon our clients’ instructions, ensuring there is clear agreement before any transaction is completed. This ensures that our non-discretionary clients have absolute control over how their funds are deployed, while having the advantage of our market knowledge and services to make their decisions come to fruition.