Our Advisory Offering
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We offer professional Portfolio Management and Portfolio Advisory solutions and optimize the running costs of your portfolio.
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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.
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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.
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Portfolio Advisory
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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:
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We assist qualified investors to construct a diversified portfolio of alternative asset managers.
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Global Tactical Advisory |
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Alternative Investments |