Portfolio Administration

Taking care of the day-to-day tasks of managing your investments so you can focus on what matters most.

Our state of the art portfolio administration service is powered by Praemium and makes investing easier by collecting and recording all investment information as well as providing daily valuations and comprehensive performance reports to assist with monitoring portfolios. These reports can be accessed at any time through our online portal.

This administration service gives our clients complete transparency over their financial position and allows them to focus on investment decisions rather than cumbersome paperwork.

We also provide a comprehensive annual tax statement detailing the complete tax position of each portfolio which can be provided to accountants to assist with completing annual returns.

Tailored financial planning and investment solutions for every stage of your life

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