Our independent nature ensures that we offer all products through all the major service providers, however, the final decision comes down to what complements the best interest of our client.
Although we consider all service providers in the market, we mainly make use of the following institutions:
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.
LIFE AND BUSINESS 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: