Tailor-Made Portfolio Management Services
Disciplined investment process
We manage portfolios designed to deliver consistent performance using thoughtful and disciplined investment processes.
Knowledge & research
Our investment team will select quality blue chip investments. The aim is to adequately diversify the portfolio to reduce risk and optimise returns.
Safekeeping of your assets
Your assets are kept in an account in your own name either with a custodian bank of your choice or with one of our long standing banking partners.
Access to your wealth
Investments are only made in readily available assets listed on international markets. You have direct access to your wealth at all times.
Institutional clients are all unique and have different reporting needs.
Our team provides standard and/or tailor-made investment management reports that cater for the specific requirements of institutional clients.
Reporting at Confident also includes transparent custodian reports that give a detailed overview of the portfolio and transactions enabling institutions to obtain a clear view and understanding of their investments.