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Wealth Management

Your Wealth is not just numbers. Your wealth tells your story, values, hopes and vision for the future. Our mission is to spend time with you to listen and understand that vision, then create actionable strategies for your assets.

Discretionary Management

Wealth Management

Discretionary Management

We will build a portfolio that is aligned with your goals and values, and manage that portfolio at every stage. We will utilise our deep understanding of the markets to ensure we are making the best investment decisions for you each step of the way.

We will need to understand the level of risk you are willing to take, your life ambitions and lifestyle. Our goal is to create a customised investment recommendation for you based on these factors. Once we have established an ongoing relationship, we will monitor your portfolio for risk and rotation adjustments to keep you on track to meet your obligations as well as making you feel safe and secure with a clearer mind.

There are a number of key factors we use to evaluate your portfolio, including assets under management, asset allocation, performance and currency exposure. You will be able to see these dimensions every day on our digital platform (e-Banking and subsequently mobile app). We will also regularly evaluate performance, taking stock of how things are going and looking at ways to help push you further towards your goals.

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Meet the team

Wealth management

Ian FIANDER

Head of Portfolio Management

Wealth Management

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