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Investment committee process

Our investment policy committee meets to discuss market developments and ensure that all of the information we use to make investment decisions is relevant and up to date.

We review our investment portfolios semi-annually. Our investment committee process considers a variety of factors, ensuring that any changes to our investment strategy are relevant and add value to our clients' portfolios. In each review, the current economic and investment environment is discussed, debated and documented. 

After this, we look at the current asset allocation and, if need be, adjust it to ensure the most profitable returns for the next period. Our team will assess the whole market in order to find an adequate replacement fund for the each of the portfolios.

Given our independent status, we believe that we are able to provide the best possible framework for our service offering, adding enormous value for each individual investor.



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


Suite 8.06
9 Yarra Street
South Yarra
Melbourne VIC 3141
t: +613 (0) 86 514 500

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