Segregated Mandates are special engagement structures that carry a high level of interaction with each client. Our investment strategy is customized for each segregated mandate based on the client’s investment objectives. It is designed to preserve capital and create steady long term compounding of wealth.
The management of the segregated portfolio is fully transparent to each client. Periodic, consolidated reporting would cover multiple custody arrangements for the client and would provide clear visibility of investment positions, performance and risk analysis and leverage management. A customized investment commentary would be created for each client’s portfolio as part of the periodic report.
Some of our clients may additionally benefit from our endeavour to become not only our clients’ most trusted wealth managers but also their sounding board for ideas and advice on any financial matter. We see ourselves as guardians of our clients’ wealth and a long-term, trusted financial partner.