We oﬀer a full range of discretionary and customized investment management services to high-net-worth clients who wish to maximise their access to a flexible, personal service by a fund manager.
The three accounts under the customized fund management product class are First Institutional Account (FIA), Private Wealth (Pwealth) and First Plus (FPlus).
The Investment objectives and expectations of clients are communicated to the fund manager through an Investment Policy Statement and Investment Management Agreement. These serve as the basis for periodically assessing the performance of the fund manager in fulfilling the investment mandates of clients.
Frequently Asked Quetions