DISCRETIONARY INVESTMENT MANAGEMENT

Our clients benefit from unconstrained, whole of market investment portfolios that are bespoke to each individual client. These are invested globally across multiple asset classes and are designed to provide our clients with the optimal asset mix to deliver the desired investment return at the lowest level of risk. As a local branch of Raymond James, we are not restricted by the liquidity constraints that affect many investment managers. We utilise a number of external research sources as well as the extensive research capabilities of Raymond James to formulate our investment strategies.