"Bespoke advice, professional fund management and seamless operation are the pillars of our service"
Bespoke Advice – Discretionary Portfolio Management Services gives you the benefit of bespoke investment advice designed to achieve your financial objectives
Professional Management – Service provides professional management of portfolio with the objective of delivering consistent long-term performance while controlling risk
Continuous Monitoring – We recognize that portfolios need to be constantly monitored and periodic changes made to optimise results
Risk Control – Our research team is responsible for establishing Investment Philosophy and providing us with real-time information to support our portfolio managers
Hassle Free – Our PMS gives you all the customisation without the hassles involved in managing equity investment directly. ASKIM takes care of all the administrative aspects of your portfolio
Transparency – Monthly report on the overall portfolio and performance. Semi-annual tax status of your portfolio for IT returns
Differential fee structures – Combination of fixed and performance linked fees is charged depending upon strategy chosen – We charge around 2.5% per annum in consolidated fees payable quarterly in arrears
Type – We will accept existing portfolios from investors and restructure them
Safety – The custody of both securities and cash is held in a clients name with our partner bank, thus ensuring complete safety for our clients
"One of the trends we have found is that the investment managers that tend to perform the best over time are the ones that tend to spend the least amount of time debating which way the market is heading."
-Don Phillips
ASK Wealth Advisors
Close XASK Investment Managers
Close X