Private Investment Management - The freedom to live your life

Private Investment Management is designed for high-net-worth clients who prefer to delegate the responsibility for day-to-day management of their investment assets to highly qualified Portfolio Managers.

As a discretionary Portfolio Manager, Luigi is able to take advantage of investment opportunities quickly and efficiently. He must also work within specific guidelines established in advance and is accountable to these guidelines, which are regularly reviewed and adjusted according to your needs.

Key Benefits of Private Investment Management:

  • Freedom from day-to-day details of managing wealth – so you can focus on what’s important to you, whether it’s your career, business, family or enjoying your lifestyle.
  • High level of customized solutions, including:
    • Individual Investment Policy Statement
    • Personalized asset allocation
    • Portfolio’s customized based on your personal preferences with consideration of your specific tax needs.
  • Direct access to your Portfolio Manager, who is accountable for decision making and performance.
    • With most money management programs, you never meet your Portfolio Manager.
  • Confidence of knowing your Portfolio Manager possesses advanced investment credentials.
  • Comfort of knowing an independent Portfolio Risk Group provides an extra level of due diligence, regularly monitoring your portfolio to ensure it’s being managed according to your specific guidelines.