Clients wishing to invest €/$75.000 or £50.000 or more

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We construct portfolios based on risk capacity using one or a mixture of the methods described below:
  • Self-select Portfolios :  from a range of researched funds from 15 fund houses (BlackRock, Fidelity, Schroders, JP Morgan, Aberdeen, BNY Mellon, etc.), where the client can pick funds based on his own investment strategy and risk capacity.
  • Managed Portfolios by Old Mutual, ready-made, regularly re balanced, Internationally diversified, multi-asset, multi-manager portfolios.
  • In these portfolios we can include any financial instruments (equities, bonds, ETFs, derivatives, etc.) from the markets.