Was established in 2011 and is a licensed (with the FSCA) FSP II Discretionary Investment Manager. At the outset we focused on partnering with investment experts in different disciplines with a view to bringing such expertise to our clients. This partnership philosophy has developed further as we incorporated feedback from client partners. The regulatory environment has also changed significantly with the legal separation of duties between a Financial Adviser (FSP I) (ADVICE) and an Investment Manager (FSP II) (DISCRETIONARY MANAGEMENT)

At the core of our investment philosophy is “capital is precious and hard earned, preserve it”. Although slightly differently applied globally than locally, we see cash returns as largely risk free and as such we aim to add value to our partners and their clients, by delivering above cash returns on a risk adjusted basis, net of fees. We do not take unnecessary investment risks but rather aim to deliver consistent on target returns. We do this by applying the principle of positive compounding by avoiding negative returns at portfolio level and “averaging in” risk assets where appropriate. Our research, analysis and practical experience confirms that our approach delivers our investors target returns with the least amount of volatility and stress something the we deliberately aim at.

At the core of our business is the knowledge and understanding that our partner clients and ourselves can achieve more by working together than we can individually. This symbiotic benefit is reflected in nature, societies, civilisations and in business all over the world. Without taking anything away from the individual efforts and strengths that each partner brings to the table, the partnership adds to the greater whole for the mutual benefit of all.

Our team have extensive investment experience having lived and worked through many global and local investment and business cycles. In addition we have our global research partners and managers who we work closely with to design, build and manage our portfolios. Our team includes diversely qualified professionals and skilled researchers, analysts and managers from all the major asset class disciplines and geographies, enabling us to meet almost any investment mandate.

Require a broad and ongoing understanding of the business, regulatory and tax environment. We pride ourselves on maintaining a deep understanding of these factors both offshore and locally. Where we do not immediately have an understanding of a subject, we quickly acquire it through our diverse partner network. Whether you need a specialist investment vehicle, a new tax jurisdiction/environment or an innovative administrative platform to manage assets, we can help you achieve your goal.

Can be a double-edged sword where too much untested innovation can detract value. We embrace innovation but blend it with past and present successes. Technology is rapidly advancing and improving efficiencies globally. We use technology in our business to increase productivity and profitability and so do the companies we invest in for our investors. Typically the underlying companies we invest in, are either well established companies that have a proven track record of innovation and profitable success over long periods of time, or new and innovative younger companies that have quickly proven to be disruptive to established competitors resulting in early yet sustainable success.

Was established in 2011 and is a licensed (with the FSCA) FSP11 Discretionary Investment Manager. At the outset we focused on partnering with investment experts in different disciplines with a view to bringing such expertise to our clients. This partnership philosophy has developed further as we incorporated feedback from client partners. The regulatory environment has also changed significantly with the legal separation of duties between a Financial Adviser (FSP1) (ADVICE) and an Investment Manager (FSP11) (MANAGEMENT).

At the core of our investment philosophy is “capital is precious and hard earned, preserve it”. Although slightly differently applied globally than locally, we see cash returns as largely risk free and as such we aim to add value to our partners and their clients, by delivering above cash returns on a risk adjusted basis, net of fees.

At the core of our business is the knowledge and understanding that our partner clients and ourselves can achieve more by working together than we can individually. This symbiotic benefit is reflected in nature, societies, civilisations and in business all over the world. Without taking anything away from the individual efforts and strengths that each partner brings to the table, the partnership adds to the greater whole for the mutual benefit of all.

Our team have extensive investment experience totally more than 75 years.  In addition to that we have our global partners of researchers and managers who we work closely with to design, build and manage our portfolios. Our team includes diversely qualified professionals and skilled researchers and managers from all the major asset class disciplines and geographies, enabling us to meet almost any investment mandate.

Require broad and ongoing understanding of the business, regulatory and tax environment. We pride ourselves on maintaining a deep understanding of these factors both offshore and locally. Where we do not immediately have an understanding of the subject, we quickly find it through our diverse partner network. Whether you need a specialist investment vehicle, a new tax jurisdiction/environment or an innovative administrative platform to manage your assets, we can help you.

Can be a double-edged sword where too much untested innovation can detract. We embrace innovation but blend it with past and present successes. Technology is rapidly advancing and improving efficiencies globally. We use technology in our business to increase productivity and profitability and so do the companies we invest in for our investors. Typically the underlying companies we invest in, are either well established companies that have a proven track record of innovation and profitable success over long periods of time, or new and innovative younger companies that have quickly proven to be disruptive to established competitors resulting in early yet sustainable success.