top of page
portfolio administration_grey-01.png


Portfolio Administration

We also offer clients automated portfolio administration and reporting services through various wealth management platforms. By mitigating the burden of administration of your investment portfolio, you and your adviser can focus on the more important matters.

Our business model is structured to provide the highest level of security for clients. This includes segregation of client accounts and utilising industry leading strategic partners for certain functions such as securities dealing and settlements, cash management and custody assets.

bottom of page