close menu
Wealth-Insurance

Investment philosophy

We believe that superior, long-term returns are driven through asset allocation, eliminating tax, reducing costs and expert product solutions.

Read more about our investment beliefs and philosophy:

 

Our investment process

We take time to understand our investors’ risk preferences and use this to determine the most beneficial asset allocation for them and their investment goals. Our investment process outlines the steps we take in creating a portfolio for our clients.

 

Our investment solutions cover a wide range, including:

Portfolio planning

By using portfolio tools, we create efficient risk/return portfolios, and select specific funds to maximise returns. We also use fund supermarkets to reduce the cost of the portfolio, feeding back most of the upfront fees to you.

Funds

We select investments from a broad range of products that span the asset classes - including equity funds, bond funds, property funds, VCTs and hedge funds.

ISAs

We use ISA wrappers to invest your assets within a tax-free environment, and other tax planning allowances or wrappers to reduce your overall potential tax liability.

Pension

One of the most tax-effective ways of building an investment portfolio for the long term is via a UK pension. We create investment portfolios within a pension product which will suit your flexibility, investment and cost profile. For more information, see our Pensions page.

South Africa

Cape Town

Regent Square
Doncaster Road
Kenilworth 7708 +27 (0) 21 657 2120

Durban

201 The Annex
Ridgeside Office Park
Umhlanga +27 (0) 31 536 8843

United Kingdom

London

Castlewood House
77/91 New Oxford Street
WC1A 1DG +44 (0) 20 7759 7514

Croydon

5-7 Selsdon Road
South Croydon
CR2 6PU +44 (0) 20 7759 7581

Australia

Melbourne

9 Yarra Street
South Yarra
VIC 3141 +613 (0) 8651 4500

Sable International is a trading name of 1st Contact Money Limited (company number 07070528), registered in England and Wales. We are authorised and regulated by the Financial Conduct Authority in the UK (FCA no. 517570), the Financial Services Conduct Authority in South Africa (1st Contact Money [PTY] Ltd - FSP no. 41900) and hold an Australian Financial Services License issued by ASIC to deal in foreign exchange (1st Contact Group - AFS License number 335 126).

Our United Kingdom business, Sable Private Wealth Management Ltd, is authorised and regulated by the Financial Conduct Authority. Our Companies House registration number is 222501. Our authorisation can be checked on the FCA register here: www.fsa.gov.uk/register/home. Our South African business, Sable Private Wealth (Pty) Ltd, is an authorised FSP, regulated by the Financial Services Conduct Authority under licence number 48122.

This site uses cookies, read more or close this notice.