As Individual as you and your needs
We offer tailored solutions from asset management to family office services to meet your needs.
Asset Management Solutions
We offer asset management solutions that adhere to clear principles and a stringent investment process, tailored to your needs, objectives, and risk profile.
Advisory
Discretionary
Individual
Model
Family Office
Solutions
The family wealth planning process requires a tremendous amount of time, and effort, and this can be potentially stressful to family members.
We together with our partner network can make this process smoother in all aspects.
Estate & Succession
Planning
Consolidation & Monitoring
Reporting
RETIREMENT
Planning
Corporate
Advisory
Investment
Philosophy
Our stringent investment processes guided by the following principles.
Thematic Investment Focus
Investing in structural investment themes which generate alpha over the long term
Long-term and Active Focus
Generating long term returns over market cycles with a continuous monitoring approach
Risk Focus
Portfolio diversification across asset classes geographies and sectors to generate performance with subdued risk
Nik Rossinsky, Chief Investment Officer