A Separately Managed Account is a portfolio of securities directly owned by the investor and managed according to a specific and unique discipline and style. Investors have the ability to customise their accounts by excluding certain securities or industries according to preference.
Separate Accounts can be tailored to meet individual’s needs focusing on risk tolerance and long-term investment objectives.
Investors own each individual security held in a separate account. Sell decisions are based on investment strategy and are not affected by the redemption needs of third parties.
We only provide investment services exclusively to high income private investors, high net worth private investors, sophisticated private investors and a number of other classes of investors. For more information go to the “services” section on this website