The stock market is like someone playing with a yo-yo while riding the up escalator – you need to focus on the escalator not the yo-yo.

Our Partners In

Local Investments

Our Partners in

Off-Shore Investments

We are comfortable with their in-houses processes and research capabilities and also focus on the quality of the fund managers themselves. Our research and due diligence includes qualitative and quantitative analysis to focus on each asset manager’s philosophy and investment process.

Our Partners In

business & Life Assurance

In the long-term space we use a variety of service providers and our decision ultimately comes down to which company best suits the client’s assurance needs and what is going to cost them the least. We have no preferred providers and when providing clients with options we make use of the following houses:

You only live once, but if you do it right, once is enough.

– Mae West –