We follow a portfolio management style of predominantly investing in blue chip shares, thereby ensuring low risk. Secondly, emphasis is placed on long term investing. Where applicable, consideration of each client’s specific situation is taken into account. Through our agreement with Investec Securities Ltd we have access to an online trading system for those clients who wish to manage their own portfolios.
Total assets under management is circa N$ 3.6 billion and includes approximately N$ 1.1 billion money market assets and N$ 2.5 billion equity portfolios of private clients. Over 35% of these assets are invested in Namibian financial institutions, equity and capital and bond market instruments.