Our Products and Services

Discretionary Fund Management (DFM)

Locally and globally we build and manage bespoke, model and segregated portfolios alongside partner investment advisory professionals.

Collective Investment Scheme Management (CIS)

Locally and globally we manage these regulated funds that are a natural extension of model portfolios with the added benefits of scale, management efficiency and accessibility.

Retirement Fund Management (Reg.28)

Locally and globally these are portfolios of assets that specifically address the needs of pre- and post retirement savings and investments.

Our Products and Services

Discretionary Fund Management (DFM)

Locally and globally we build and manage bespoke, model and segregated portfolios alongside partner investment advisory professionals.

Collective Investment Scheme Management (CIS)

Locally and globally we manage these regulated funds that are a natural extension of model portfolios with the added benefits of scale, management efficiency and accessibility.

Retirement Fund Management (Reg.28)

Locally and globally these are portfolios of assets that specifically address the needs or pre- and post retirement savings and investments.