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Discretionary portfolio management is ideal for clients who do not wish to or do not have the time to take an active interest in the stockmarket, and who are seeking a combination of professional investment management and a personalised approach to client services.
To satisfy the demands of this particular category of clients, we have designed
PINS – the Private Investment Service. We operate a clear, disciplined and rigorous investment process with the ultimate aim of adding value to clients’ wealth management objectives. PINS attempts to cater for all types of clients wishing a discretionary arrangement for the management of their investments through three distinct strategies – Income, Balanced and Growth. Within parameters agreed in advance with the client depending on the strategy chosen, decision-making is delegated to RFC under a management agreement.
These strategies set the guidelines for the management of clients’ portfolios and all investment decisions will flow depending on the clients’ choice of strategy.
The advantages of this service are numerous since PINS is a discretionary management service where responsibility and authority is delegated to RFC. Investors would also benefit from periodic withdrawals depending on the strategy chosen, portfolio diversification, reduced administrative tasks since all corporate actions will be taken care of by ourselves and more importantly no up-front charges and exit fees are levied since PINS contains one all-inclusive annual management and administration fee.
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