Our multi-disciplined team will ensure that your financial affairs are structured as tax efficiently as possible, that your investment portfolio asset allocation meets your risk profile, that this is monitored and adjusted accordingly on an ongoing basis. Minimum Net worth is R10 million.
In addition to our Multi-Manager capability we have the ability to provide you with your own personal share portfolio either on a full discretion basis or on an authority only basis.
Minimum investment is R5 million.
At Southern Charter we develop tailor made age-related risk profiled portfolios. Clearly an investor who is 35 will have a significantly different risk profile and objectives from an investor who is 45 or even 55. For most investors the decision on what to buy and sell and when to do it is far too complex. Our experienced team will do that for you by ensuring that you are in the appropriate portfolio for your risk/return profile.
At Southern Charter our Multi-Manager management process focuses on two things; Asset Allocation and selecting "the best asset manager by asset class". As we are fully independent, you can be assured of the best judicious advice at all times.
Contact us about our Asset Management services.