Portfolio management without speculation

Your portfolio will be based on one of our robust investment models, and will be tailored and implemented based on your specific requirements. Once your asset allocation has been established we will recommend the specific investments for your portfolio.

We will carefully manage the transition from your current portfolio to the new structure, keeping you informed along the way.

On an ongoing basis we monitor the structure, performance and rebalancing of your portfolio.

The process of rebalancing your portfolio is central to risk management. It is the disciplined process of selling assets that have increased in value and then buying other assets that represent better value on a relative basis. Rebalancing maintains your target allocation to in line with an agreed risk exposure.

The expression “buy low, sell high” can be used to describe rebalancing. The rebalancing process systematically buys asset classes that fall (buy low) relative to others and sells assets that have grown (sell high).

Portfolio Management

Take the stress out of portfolio management

Our team takes away the day-to-day burden of managing your financial planning and investment portfolio and gives you greater clarity, certainty and confidence for the future.

Working with our trusted research and implementation partners, our Investment Committee leverages a formidable global trading-desk network and institutional pricing to manage investment strategies and tailored investment portfolios that meet our rigorous standards and your objectives.

The result: consistent performance driven by philosophy, evidence, process and execution.

Personalise and optimise portfolio management

Talk to our portfolio planning and management specialists to find out more about our evidence-based, goals-focused, asset-class approach to investing and how we’ll tailor a strategy to suit you.