Time is precious. Our discretionary portfolio services free you from day-to-day investment decisions, so you can pursue other equally important things in life.
While establishing your goals and risk profile, we give you a clearer perspective on how to manage your assets in today’s turbulent financial markets and business context. We help you understand the challenges you will confront — and how to negotiate them.
From there, we tailor a portfolio to your specific needs.
Typically, we construct your portfolio around our core ‘Iron Reserve’ or ‘Hoving Flagship’ offerings. With your consent, we then oversee the management of your assets. We monitor your portfolio each and every day. We recognise risk — and know how to manage it according to changing market conditions.
As well as regular portfolio performance reporting and fiscal statements, digital and other reporting, your personal investment manager is always on hand to answer any questions. Internally, our team meets once a week to discuss investment strategy. You are always in the loop.
Our transparent pricing structure is an all-in fixed-fee model, built around your mandate and the size of the assets you entrust to us to manage on your behalf. In some cases, we accept performance-based fees.