Investment Mandates

Certain clients have special investment needs that can be met by our Managed Discretionary Account Service. Through this service, clients provide us with discretion on investment choice within an agreed investment mandate that is established at the inception of the portfolio. A rigorous risk profiling process is mandatory for all clients seeking this service.

Examples of clients where this service may be of benefit are:

  • Expatriates or people who travel regularly and who are difficult to contact;
  • Executives who are time poor or who have specific limitations under their contract of employment (such as senior executives or directors of publicly listed companies);
  • Members of Parliament;
  • Charities, Trusts managing in excess of $10 million.
  • Investors meeting the criteria for the Significant Investor Visa.