What is Investment Counselling?

Investment counselling is the next level of investment management, tailored to high-net-worth clients who choose to delegate daily investment decisions to a trusted, accredited professional.

Discretionary investment counselling is based on a personal relationship with your dedicated Investment Counsellor.

Your Investment Counsellor works with you to delve deep into your unique, personal circumstances and investment preferences, considering your specific financial goals, risk tolerance and ongoing needs to create an Investment Policy Statement that guides the day-to-day management of your customized portfolio.

Begin your relationship with us today