Implemented Solutions

Streamline your practice with fully implemented solutions

As the name implies, implemented models are ready-made and fully managed models. Our Investment Team oversees the models and takes full responsibility over asset allocation and investment selection decisions.

The major benefit of fully implemented models is that investment decisions are fully delegated to professional managers, which enhances your service capacity and improve client outcomes.

The flexibility and choice provided under our fully implemented service enables you to better engage with your clients on investment related matters.

In addition to our portfolio management obligations, our focus under the fully implemented approach is to ensure that you remain informed and abreast of the basis of our portfolio decisions, which is integral to your role as the key steward of the wealth management relationship.

With the wide range of investment options on offer, you can construct a portfolio in the knowledge that full reporting and transparency remains on hand. Various combinations are possible as shown in the examples below: