Our portfolio management service aligns your investments with clear objectives: growth, income or balance. Experienced managers build, rebalance and monitor your portfolio so you can focus on life.
0.60%
Management fee
$10k
To start
75%
Max equities
Quarterly
Reviews
Choose a portfolio strategy
Growth Portfolio
Built for long-term capital growth.
75%
Equities allocation
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Most Popular
Balanced Portfolio
A steady mix of growth and income.
50/50
Equities / bonds
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Income Portfolio
Designed to generate reliable income.
4-5%
Target yield
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Expert Managers
A dedicated team handles your portfolio.
Active Rebalancing
Automatic adjustments keep you on track.
Clear Reporting
Live dashboards and quarterly reviews.
Risk Control
Disciplined, transparent risk management.
Rates & fees
Detail Value
Management fee 0.60% per year Minimum portfolio $10,000 Rebalancing Automatic quarterly Performance reviews Quarterly Reporting Real-time online access
How to open in four steps
1
Open an account
Complete a simple online application.
2
Meet your manager
Set goals and agree a risk profile.
3
Portfolio is built
Your allocation is constructed and funded.
4
Ongoing management
We monitor, rebalance and report.
Frequently asked questions
What is the minimum investment?
The minimum for portfolio management is $10,000.
How often is my portfolio reviewed?
Performance is reviewed quarterly with your manager, alongside real-time online access.
Can I withdraw anytime?
Yes. Withdraw from your portfolio anytime without lock-in periods.
Grow with confidence
Let our managers build a portfolio around your goals.
