Investment Solutions For Every Client's Needs
We design and compile portfolios to meet clients’ unique needs and risk profile
Portfolios are designed to preserve your capital and outperform inflation as well as typical cash saving products. We aim to create real wealth for our clients.
Our portfolios meet the needs of clients, regardless of their unique background and circumstances.
We have portfolios that adhere to Government’s Regulation 13 for pension fund investments as well as portfolios for discretionary funds.”
Platinum Conservative Portfolios
These portfolios are designed for investing short to medium term at low risk. Maximum 20% equity exposure. Majority of portfolio invested in interest bearing funds. Regulation 13 compliant.
Platinum Cautious Portfolios
These portfolios are designed for investing medium term at limited risk. Maximum 35% equity exposure. High exposure to cash and bonds. Regulation 13 compliant.
Platinum Moderate Portfolios
These portfolios are designed for investing medium term at limited risk. Maximum 50% equity exposure. Regulation 13 compliant as well as non-compliant.
Platinum Moderate Aggressive Portfolios
These portfolios are designed for investing longer term with greater volatility. Maximum 65% equity exposure. Regulation 13 compliant as well as non-compliant.
Platinum Equity Portfolios
These portfolios are designed for investing longer term with greater volatility. Asset allocation varies and is dynamic. The portfolios will contain maximum equity funds.
Platinum Offshore Portfolios
These portfolios provide the opportunity to invest offshore without the hassle of foreign exchange. These portfolios are designed for investing longer term with greater volatility. Asset allocation varies and is dynamic. The portfolios will contain maximum offshore funds.
