Advisors/ Intermediaries
“Prudent investment choices for your clients & preserving their wealth over time”.
Our aim as Asset Advisors is to help you grow your business but more importantly assist you in making prudent investment choices for your clients and preserving their wealth over time. We offer an extensive range of products and solutions that will help you service your current client base but also allow you to identify new opportunities in the market. You can leverage off the expertise and experience of our dedicated investment team to deliver cost effective solutions that target attractive risk adjusted returns by domestically and offshore .
Asset Consulting
Graphite has a dedicated team of investment professionals with a proven track record in long only unit trusts, hedge funds and multi-manager portfolios that implement active management strategies drawing on world-class institutional research. We focus on our core skills of manager screening and due diligence, fund selection and portfolio construction to provide a complete asset consulting service for you and your clients whilst mitigating the risks to your business. We utilize our experience and understanding of the financial services industry, the economic environment, and knowledge on global investment products, to provide advisory services to partner with the Board of Directors, Trustees and other third-party intermediaries who have the responsibility of managing institutional and high net worth mandates.
We formulate very specific investment strategies according to a detailed assessment of each partner’s risk tolerance, income needs, time horizon, tax considerations and other factors based on client specific situations. In addition to quantitative performance measurement analysis, our investment professionals also review qualitative factors such as an assessment of the manager’s organization, personnel, assets under management, regulatory history, etc. From strategy development, manager selection, performance measurement, to regular reviews, and reporting, we take care of the groundwork for you. As your asset consultant, our aim is to act in your best interest ensuring you achieve your prescribed financial objectives, leaving you with more time to focus on servicing your clients and growing your business.
“Core skills of manager screening and due diligence, fund selection and portfolio construction.”
Discretionary Fund Management Model
“We value our independence with a focus on providing tailored solutions.”
Graphite Asset Advisory understands the complexities of managing money and how resource-intensive it can be. We have therefore designed a discretionary fund management model, giving you the opportunity to outsource your decision making to our experienced and professional investment management team. This is a highly bespoke service, offering our resources and investment specialist skills to financial advisors, institutions and other intermediaries. With a wide array of asset classes and investment choices available, developing and managing your own portfolio can be quite daunting. As a privately-owned firm, we value our independence with a focus on providing tailored solutions that match your client’s financial objectives.
As an Asset Advisor, we do the work for you and by utilizing our professional discretion, we make the investment decisions on your behalf, taking the guess work out of allocating your clients’ capital. We ensure that reporting on all portfolios is fully transparent, and clients have access to all statements, returns, fee structures and asset allocations. Our approach is based on the premise of treating our clients as partners. We take the time to get to know you and your investment requirements, whether it is a single unit trust, wrap model or bespoke portfolio, we are here to help you make prudent investment decisions tailored to your client’s financial needs. As your investment manager, we have open lines of communication should you have any queries or questions around your portfolio and the management thereof.