At Private Clients, we specialise in bespoke investment management for high net worth individuals, families, trusts and companies. Our Private Client Portfolio Managers craft tailored share portfolios, investing directly into high quality companies, both locally and globally.

We run a number of model portfolios across the full spectrum of asset classes, which provide points of reference to implement our clients’ investment strategies.

Our investment philosophy is built on four fundamentals – quality, valuation, diversification and time. This means that we pay a reasonable price for superior quality assets that are able to generate long-term sustainable returns.

Our Fiduciary Specialists will help you ensure that your family’s wealth is preserved for generations to come using a range of specialised services:

Wills & Estates

• Drafting
• Executorship
• Administration of deceased estates

Trusts

• Independent professional trusteeship
• Trust administration, accounting and tax
• Trust information and amendments
• Trust audits

Advisory

• Review estate plans
• General fiduciary support

We provide clients with a range of cash and liquidity management solutions using third party products such as bank deposits, structured products, collective investment schemes and Shariah compliant investments and endowments.

Our aim is to find the most appropriate cash or structured instruments and negotiate the highest possible rates on your behalf. We then constantly monitor and manage these instruments to ensure that they continue to meet your needs.

Who will benefit?

We offer customised solutions to clients seeking:

• An investment portfolio that allows their funds to be invested optimally for a seamless flow between their bank and investment accounts
• Capital protection
• Easy access to funds
• Diversification of risk
• Access to a Portfolio Manager