Our research team’s mission is to provide thought leadership in investment and short list investments that can support our clients’ varying objectives, whether they be income or capital growth or both. We are also cognisant that clients’ appetite for risk varies considerably, so we give considerable thought to the blend of investments for conservative, balanced and more aggressive approaches to investment.
We use a combination of in-house research and leading external research sources to narrow the universe to our core investment recommendations that meet our quality filters. The hallmark of our research process is a disciplined approach to investment, backed by thorough research and a desire to keep looking for investment opportunities that add value to client portfolios.
Our advisers are the interface between our clients and our research recommendations, and take accountability for fine tuning portfolio strategy taking into account each client’s objectives and risk profile.