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Portfolio construction

We take a holistic approach to portfolio construction, organising and diversifying investments so that they provide the best return possible.

Once your investment goals have been determined, we will develop an appropriate portfolio structure. Throughout this process, we provide a personalised service to help you meet your goals.

Read more about our portfolio construction


Contact our wealth team

South Africa

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

United Kingdom

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


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

Hong Kong

Level 1102
The Lee Gardens
33 Hysan Avenue
Causeway Bay, Hong Kong
t: +852 3959 8681

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