Portfolio Management

Advisory services with respect to the portfolio of Institutional Investors and high net-worth individuals.  This will include but not limited to:

•  providing up-to-date information on the investments
•  assessing the performance of the portfolio and  recommending action where  necessary
•  monitoring compliance with regulations that may from time to time be enacted
• timely advice on acquisition and divestment opportunities
• execution of orders in line with Trustees’ instructions.