| |
Services We Offer
We provide two types of service to our clients: (i) Discretionary Wealth Management or (ii) Advisory & Monitoring Services
Discretionary Wealth Management
Most of our clients have mandated us to manage a portion of their overall wealth on an ongoing basis. Under this type of mandate, we take full advantage of investment opportunities as and when they arise and invest accordingly.
Typically, when clients compare our performance with those of their other investment managers, they tend to allocate a higher proportion of their wealth to SAMCO to manage.
Advisory & Monitoring Services
Some clients do not wish to change their existing service providers but wish to have the additional comfort of knowing that a qualified person monitors the performance of their bank and/or fund manager on an ongoing basis and defends their interests.
SAMCO provides this service to a high standard and reports regularly to the client:
| • |
Compliance of the fund manager with the terms of its management agreement |
| • |
That the manager’s fees and charges are in line with its mandate |
| • |
A detailed analysis and commentary on the composition and evolution of the client’s portfolio |
|
|
