Segregated Portfolios

Our segregated portfolios are private investment portfolios tailored to suit client’s specific investment objectives and risk profile. The aim is to determine client’s goals, liquidity preferences, risk parameters and investment horizon and agree the appropriate investment strategies in line with client’s best interest. This approach is based on our belief that each client has unique needs.

The administration of the portfolio usually includes the submission of quarterly portfolio reports as well as periodic meetings to review portfolio performance and strategies.