To allow investors to have access to professionally managed investment products with the full transparency and quality of real-time information.

Through a forward-thinking strategy, they have pioneered a business model based on the conviction that value-added services, solid financial structure and transparency in the market would be beneficial to their development.

They have added value to their services and spearheaded the introduction of new instruments throughout the international marketplace. They are a strong believer that innovation with technology is the key to success, not for its own sake, but as a means of providing uniquely customised services for our clients.

All clients benefit from live portfolio valuations and performance analysis. In addition to which, discretionary clients receive both absolute and benchmark relative performance analysis 24 hours a day plus full detailed commentary, describing our principal investment thesis for each holding including the rationale behind each trade decision.

Security of assets held on a client's behalf is of paramount concern for the Management Company.

To ensure peace of mind for our clients and to comply with regulation and international best practices, all client monies are held to the benefit of the client by regulated senior banking institutions. They presently have such relationships with Chase Manhattan, National Westminster, and Bank of New York. These monies are totally separated from both the Fund Management Company's own money and held for the benefit of the client. Furthermore, all investments made on behalf of the client are held in a nominee account for the benefit of the client at fully authorised and regulated Custodians.

Most clients have particular requirements. It may be the provision of income, long term growth, capital preservation, or a combination of all. The range of discretionary managed products has been designed to accommodate most investment requirements. From more conservative, lower-risk, Liquidity Portfolios to the more innovative and higher risk Global Growth Portfolios, each investor will find a product to meet their specific risk and return criteria. Some accounts have a minimum as low as US$50,000, or currency equivalent, and one denominated in major currencies.