Ancillary

We provide a wide range of investment advisory services including the following:

Currency analysis

We work with clients to help them understand their currency exposure and advise on how they can hedge out unwanted currency risk.

Education

For younger generations, beneficiaries or clients regarding individual investments, financial markets and portfolio construction.

Beauty parades

We organise and manage beauty parades, prepare client packs about the investment managers and oversee the transition process.

Manager meetings

We organise and run quarterly/semi-annual meetings with the underlying investment managers.

Client meetings

We meet with the underlying clients and advisors to discuss the underlying portfolios, managers and markets when required. We can also host conference calls. 

Note taking

We take notes at both manager and client meetings and circulate them.