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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.


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.


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.


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.

Contact our wealth team

South Africa

Cape Town
Regent Square
Doncaster Road
Kenilworth 7708
t: +27 (0) 21 657 2120

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

United Kingdom

Castlewood House
77/91 New Oxford Street
t: +44 (0) 20 7759 7514

5-7 Selsdon Road
South Croydon
t: +44 (0) 20 7759 7581


9 Yarra Street
South Yarra
VIC 3141
t: +613 (0) 86 514 500

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