We offer a boutique, premium and world-class service to our clients.
“To give real service, you must add something which cannot be bought or measured with money, and that is sincerity and integrity.”
- Douglas Adams
Strategy & Asset Liability Modeling
Manager Research & Selection
Our track record is proof of a successful and robust investment process that has been developed over the past two decades.
"The only source of knowledge is experience."
- Albert Einstein
Securities Lening Income Monitoring
Performance Risk & Mandate Monitoring
Transaction Cost Analysis (“TCA”) Reporting
Every client is different and we tailor-make our offering to fit their needs.
“Quality is the best business plan.”
- John Lasseter
Nominee for Investment Consultant of the Year and
Responsible Investment Consultant of the Year
Our core business is to provide investment advice to institutional and corporate investors and wealth management solutions to personal and family office investors.
Our articles provide a summary outline of some of these services that we provide to investors to compliment the rest of our website. Click below on either Wealth Management Services or Investment Consulting Services to find out more. If you require more information about any specific service, please contact one of our investment advisors or fill out the form below.
As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report encapsulates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as an initial screening methodology in our investment manager research process.