We are managers of securities, and retail portfolios such as Mutual Funds, Unit Trusts and other CISs. Our wide knowledge of asset classes, risk and the behavioural traits of retail investors allows our clients to draw value from our insights. We further provide access to suitable opportunities through our retail network, Seedit.
Our wealth brand is at the core of our investment business and forms the building block for our service delivery. We provide tailored, meticulous attention to client needs with unique service standards. When we first meet, we take our time to explain our methodology and decision-making process and provide you with relevant, impartial advise and as many options as your needs may require.
We have some of the industry’s most experienced pension fund managers within our team, as a result, we are able to leverage on that expertise and deliver on client mandates. We currently manage Tiers 2 and 3 portfolios for some of the top banks in the country among other mandates.