Portfolio Management Services for investors who want a concentrated, professionally-run, personalised mandate.
Portfolio Management Services (PMS) offer a more concentrated and customisable approach than mutual funds, with securities typically held in your own name and managed by a professional portfolio manager against a defined strategy.
PMS suits investors above a higher minimum investment threshold who want a distinct strategy, greater transparency into holdings, and a portfolio shaped around their objectives.
Strategies matched to your risk profile and return objectives.
Direct ownership and clear, transparent reporting of what you hold.
Professional managers making concentrated, conviction-led decisions.
A relationship built around your portfolio, not a call centre.
Tell us your goal and we'll walk you through the details, the risks and the fit — no obligation.