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23
March 2018
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Segregated Portfolio

The segregated portfolio is tailored to suit the specific investment objectives of the client in order to deliver creative solutions to the investment challenges of each client. The entire scope of managing the segregated portfolio consist of three major segments spanning through financial advisory, investment management and administration. While Financial advisory involves profiling the client(s) in order to determine their goals, liquidity preferences, risk parameters and investment horizon and thereafter agree on the appropriate investment strategies in line with their best interest. This approach is based on our belief that each client has unique needs. The management and administration of the portfolio entails our expertise in managing the funds in line with pre-agreed strategies as well as providing the client(s) with the periodic portfolio reports and holding periodic meetings in order to review portfolio performance and strategies, if requested.

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