Discretionary Portfolio Management carries a much higher onus on a Portfolio Manager, carrying with it a fiduciary responsibility.

As a Portfolio Manager, I am qualified to provide discretionary portfolio management, which means:

  • As a Fiduciary, I will always have your best interests at heart in all we do.
  • I create an investment strategy that fits your unique needs and goals and set expectations about the level of risk that is acceptable to you.
  • I manage portfolios to best achieve your financial goals and respond to changing market conditions quickly and efficiently.


As an investment counsellor, I am:

  • A specialist in advising high net worth and ultra-high net worth clients.
  • Obliged to follow an established, highly disciplined investment process.
  • Supported by a high degree of due diligence in asset allocation and stock selection by world-class money managers who oversee my portfolios.
  • Limited to advise a small number of clients so I can spend more time serving your needs.