True wealth management is the culmination of knowing the client, their current position and their desired destination. This boils down to a blend of science, art & personal connection. Tailoring client-specific needs, being creative with individual solutions and managing a client's expectations with their money is an art. While analysing historical market performance based on actual capital data, quantitative analysis, and stochastic modelling to help achieve these goals is the science bit. However, the proviso for all this to work effectively is to establish a context, to build a connection. This can only be done by working to understand the client, for a meeting of minds.
Coaching & Advice
Better known as navigation, objective guidance is invaluable. To paint a picture of how important this is, consider air navigation. Experts in air navigation have a rule of thumb known as the 1 in 60 rule. It states that for every 1 degree a plane veers off its course, it misses its target destination by 1 mile for every 60 miles flown. When travelling from Cape Town to London, veering off course by even a single degree will put you somewhere in Eastern Europe.
Resilience is created from deep, analytical & robust research with ongoing monitoring.
Invest Tech Savvy
An area worth exploring in your portfolio is that our world is fast becoming a digital one.
If you prefer a DIY solution, we have you covered for all your potential transactions.
Flexible Risk Cover
Life evolves, insurance should be dynamic too.
Building a financial portfolio relies on a holistic view, there is otherwise no meaning.