Domestic Share Portfolios | ClucasGray

Domestic Share Portfolios

Domestic Share Portfolios

Domestic
Share
Portfolios

Summary:

We leverage our highly skilled investment team and robust investment process to create bespoke, segregated portfolios for high net worth individuals, charitable foundations and trusts.We invest directly in shares, bonds, preference shares, property and cash instruments.

Investment objective:

We aim to ensure that each individual client’s risk profile is encapsulated in a customised mandate designed to meet their investment and lifestyle requirements. Two senior portfolio managers are assigned to every private client to ensure continuity of service and knowledge, and to provide the highest standard of delivery.

Minimum Investment Requirement

R 5 millionFor investments below R 5 million we recommend our range of domestic unit trust funds

Platform Providers

Investec Securities, Nedbank Wealth Stockbrokers

Scrip Custodians

First National Bank, Nedbank