Our wealth, risk, and investment cluster delivers comprehensive financial planning and investment management expertise for the benefit of individuals and small to medium-sized businesses. Our specialised businesses allow advisors to offer expertise in all aspects of the financial planning process.
Individuals and organisations have access to a complete suite of asset, portfolio, and investment management products. We provide expert fiduciary services, risk management, and healthcare solutions. We are responsible for providing investment solutions, including boutique investment services specialising in private share portfolios and tailor-made options designed to maximise client returns relative to predetermined risk profiles and/or income requirements.
Our institutional cluster delivers a comprehensive set of financial services to corporates, institutional employees, and retirement fund members. We focus on providing employee benefit consulting, counselling, and retirement fund solutions. We are dedicated to holistic healthcare solutions for organisations and their employees.
Our platform and solutions cluster enables us to grow our efficiencies. Quality of data, information, flexibility in the choice of product provider, and accessibility are all critical to clients when making sound financial decisions.