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.