On Your Terms

Long-term, mutually beneficial relationships are forged through the trust and understanding built through constant communication. That starts with your dedicated Investment Manager who, alongside the Investment Committee, is 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
  • Consolidated income tax certificates and capital gains tax reports, delivered to you or your designated tax accountant
  • Quarterly Market Commentary, providing you with the latest thinking and forecasts from our Investment Management team.

Fees

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.

Our Discretionary Management fee is based on the assets we manage, and not transaction commissions or fees from product providers. This has been purposely designed to align our interests with yours.

Interest

Interest on qualifying credit balances shall accrue on a daily basis at a rate linked to prevailing market rates. In the event that the applicable credit interest rate for a currency goes below zero, we may charge you a negative interest rate on the money held in that account.

Current rates of interest are available from your Investment Manager.