Institutional Investors
If you have more than $5 million to manage, you are generally considered an
institutional-sized investor. Our team has many years of experience in managing
portfolios for institutional investors; institutional investment management is
where our investment team learnt its skills. Further details about our wholesale investment
management services are available on request including our IFSA survey and Risk Management Statement (Part B).
Partnering
Financial Planning, Private Banking, Share Broking and Accounting groups are also able to access our services. We are willing to consider a wide range of arrangements including revenue sharing and white labelling. We can structure an overall package to ensure that advisers are no worse off, and probably better off, using our investment management services on behalf of their clients, than using the products of our competitors.
Financial Planning, Private Banking, Share Broking and Accounting groups are also able to access our services. We are willing to consider a wide range of arrangements including revenue sharing and white labelling. We can structure an overall package to ensure that advisers are no worse off, and probably better off, using our investment management services on behalf of their clients, than using the products of our competitors.
