
SATISFIED CLIENTS
TRENDS
Investor Trends
Changing managers
Investment Trends
Greater diversity
Financial Industry Trends
Big financial “supermarkets”
SERVICE
Type of Relationship
Client or customer
Priority of Stakeholder
Client or shareholder
Key Performance Indicators
AUTHENTIC or competitor
Become a Client
The Right Client
Suitable for select thriving individuals and institutions
The Right Portfolio Manager
Striving to meet Client objectives
The Right Dialogue
Sharing our views as appropriate