Our Advisory Offering
We offer professional Portfolio Management and Portfolio Advisory solutions and optimize the running costs of your portfolio.
Portfolio Management:
With a Portfolio Management Mandate, we directly manage your portfolio consistently with your risk profile and agreed investment guidelines.
We manage your portfolio under the authority of a "limited power of attorney" granting us the authorization to transact on your portfolio but not to transfer cash or securities.
Portfolio Advisory:
With a Portfolio Advisory Mandate, we provide you with a suggested asset allocation and relevant market information on a regular basis without actually managing your portfolio. We advise you with our daily reports (PCMI) and by answering your requests for information.
Portfolio Advisory
We offer professional Portfolio Advisory solutions.
Portfolio Advisory:
With a Portfolio Advisory Mandate, we provide you with relevant market information on a regular basis. You receive the Bentin Daily (our daily premium research). We deliver tactical and strategic asset allocation advice but we do not manage your portfolio ourselves.
Alternative Investments Advisory:
We assist qualified investors to construct a diversified portfolio of alternative asset managers.