Investing in a diverse range of asset classes can be made simple and accessible through managed portfolios. They can help you stay on track to achieve your long-term investment goals. Managing a portfolio of individual assets is often a time-consuming and labour-intensive task. This can prevent achieving consistently higher returns as well as making portfolio management less efficient. Opting for a managed portfolio is a wise choice. It means our experts do the heavy lifting and maximise returns, whilst balancing risk. Our experts also use specialist third party fund managers where a managed fund can add additional value to the portfolio. Choosing a managed portfolio frees up your time to focus on other things. Our investment experts tailor a range of diversified, ready-made investments to match the risk and investment amount.
We work to understand your requirements, no matter how complex. We can use our digital investment profiling tool to find the perfect solution for you. We offer a range of investment horizons for all risk levels.
A client’s managed account can benefit from a wide range of assets and specific investments, including mutual funds, exchange traded funds, hedge funds as well as direct equities and bonds.