What to expect from your portfolio manager

  • Diligent assessment of your investment goals and requirements before offering best independent advice to meet those requirements
  • Comprehensive, up-to-date financial advice and holistic financial planning where required
  • A personalised, tailor-made, risk-adjusted portfolio to meet your investment objectives
  • Benefit from access to the best financial planning tools, fund analysis tools and fund calculators to provide accurate, complete planning and monitor and compare fund performance
  • Monitoring your investment portfolio and making certain that you are invested in the most appropriate assets to meet your investment goals
  • Regular investment reviews, occurring quarterly, with bi-annual and annual reviews.  Recommended adjustments are applied where necessary


In addition, you will benefit from your portfolio manager engaging in

  • Regular industry fund management presentations including Allan Gray, Coronation, Nedgroup and Foord – up-to-date fund manager views inform fund allocations and ensure that portfolios are appropriately positioned
  • Participating in monthly fund manager visits and brainstorms to gain valuable insight into fund strategies and positions
  • Attending regular financial planning seminars and training programmes to stay abreast of changes in the financial services industry and provide best advice


Look forward to

  • Access to your online account
  • Bi-monthly newsletters focusing on market events and their impact on market views
  • Access to your dedicated team during working hours – Client Portfolio Manager, Client Services Manager, Managing Director – for financial market queries and advice or administrative queries and requests

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