On Your Terms

Long-term, mutually beneficial relationships are forged through the trust and understanding built through constant communication. That starts with your dedicated Senior Investment Manager – responsible for making the investment decisions in your portfolio and always on hand via phone, email or meeting for updates on your portfolio’s structure, performance and ongoing suitability.

You will also benefit from:

  • An online Investor Portal featuring daily updated portfolio data and access to key documents
  • Valuations available quarterly through the Investor Portal, or biannually by post
  • Consolidated income tax certificates and capital gains tax reports, delivered to you or your designated tax accountant
  • Our quarterly Global Markets Report, providing you with the latest thinking and forecasts from our Investment Management team.

Fees

Purposely designed to align our interests with yours, our transparent fee structure is based on the assets we manage, not transaction commissions or fees from product providers.

Tariffs vary for Discretionary and Execution-Only business, so please speak with your Private Banker or a member of the Investment Management team for further information.

Interest

Cash held within your portfolios will receive interest. The interest rate applied changes daily and is a composite of rates achieved for long-term and short-term money.