Private Clients

We have clients from all walks of life and we love growing their funds.

We are a specialist in establishing and managing, on a discretionary basis, the equity portfolios (listed companies) of high value clients - often with millions in net assets ($200k minimum portfolio value). We don’t mean to sound pretentious by mentioning this fact - it’s simply the sector of the market we operate in. Our service and the relationship we develop and foster with our clients over the longer term reflect this.

Our clients understand that our investment approach is logical, simple and transparent - attributes that should be on any serious investors list of requirements. Direct ownership in quality investments means client money is not routed through different entities and trust structures - a cause for great comfort in an increasingly complex world of finance. It is also very cost-efficient.

Investing, as opposed to speculation, is by nature a long-term activity. We churn very few clients and this is something we are very proud of. Hence clients should be prepared for a long and very beneficial relationship.

Managing money is a very serious matter and our integrity, honesty and trust will always be at the heart of what we do. And not just words, rather tangible actions. Our relationship with clients is one-on-one and personal. Clients deal directly with the research and funds manager, James Clague.