The individual portfolio management service is a niche focussed service available to clients with a minimum investment sum of R5 million.
The service is tailored to each individual’s needs but will consist of a quarterly report and personal service.
The quarterly report is prepared for each individual investor and will include the performance, risk analysis, portfolio income, account transactions and also the investment strategy.
The fees for the above personalised investment service is market related and determined according to the value of the assets in the portfolio.
This service is unique and is done on a consulting / advisory basis or by means of a discretionary mandate.
All administration is undertaken on behalf of the client and cash and shares are kept with reputable institutions.
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