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 local and 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.