Investing in the stock market can be both time-consuming and sometimes confusing. Our investment managers cut through the complexity, collaborating with our wealth managers to ensure that all the portfolios reflect our market view and deliver their required outcomes.
Our investment managers recognise that achieving a real return and meeting your financial objectives is essential to you. Investments are made with a chosen goal in mind, be it capital growth, income and/or tax mitigation. However, we also appreciate that a profit is only a profit after tax and costs.
You are free to determine how often we update you on the performance of your investments, depending on how involved you want to be. We’ll also provide full reports based on the need to deliver on your targets.
Our investment managers are responsible for the ongoing management of our portfolios. They work closely with our wealth managers to determine the asset allocation of the portfolios and underlying holdings.