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Farooq

WEALTH & PORTFOLIO MANAGEMENT

This is our customised portfolio management service for clients with large portfolios who desire more flexibility in their investment portfolio.

Our Portfolio Management Services are available to individuals, Cooperatives, Institutional Investors, Agencies, Endowments, Schools and Parastatals.

We conduct our Portfolio Management Services on two types of mandates including Discretionary and Non-Discretionary. With the discretionary mandate, we make investment decisions on behalf of the clients, whereas with the Discretionary Mandate, client makes investment decisions and we execute.

Our services are provided across asset classes including equities, Money Market, Fixed Income and Real Estate. We provide periodic Portfolio Reports & Recommendations to clients to ensure effective monitoring of Portfolio Performance. We are supported by a robust research team that provide us with highly-rated market intelligence.

The procedure for establishing a Portfolio Management account involves establishing an Investment Policy Statement that defines Risk and Returns Profile of the client, Investment Horizon, Liquidity requirements among other things.