Investment Planning and Portfolio Management

Developing and executing an investment strategy
Creating short-medium-and-long term strategies
Enhanced cash and MM rates
Ability to create capital growth and/or income strategies
Dynamic asset allocation and optimization (local and offshore)
Getting correct mix of local and offshore assets
Access Funds and/or low-cost ETFs
Direct and bespoke share portfolios (local and offshore)
Discretionary portfolios (local and offshore)
Access to global custodians/platforms
Help with offshore bank accounts
Ability to access dynamic and alternative strategies – e.g. hedge funds, commodities, structured products, crypto
-Creating socially responsible and thematic portfolios
International property
Asset Backed Lending for liquidity at favourable interest rates
Lending for leverage

Office Number:

+27 (0)21 2000053



for those that don’t like to email or call
+27 82 304 6235

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