Welcome to client-focused Private Wealth Management.
At Southbourne Group, we assist families and individuals safeguard their richly-deserved assets while striving to attain their financial objectives that keep them challenged.
As a Southbourne Group customer, you will connect with a Relationship Manager who will personally come to know you and your objectives. Your Relationship Manager heads a group of experts that supervise each item of your wealth management approach – from implementing your tailor-fitted portfolio and furnishing you with meticulous reporting, to satisfying your queries and addressing your daily requirements.
At the core of our portfolio development strategy is the Enhanced Balanced™ Portfolio. To know more about this time-proven investment structure, browse the portfolio’s incorporated funds shown as follows:
Enhanced Balance Allocation
An extensive allotment approach from Southbourne Group is founded on our Enhanced Balanced Allocation – an asset approach strategy created utilizing remarkable return/risk and correlation data, merged with our proprietary capital market projections. This proprietary allocation approach is intended to increase potential revenue while reducing risk, and offers the structure for our customers’ portfolios.
As a customer, your portfolio will include:
· A participative approach to setting up an asset allotment policy and rebalancing recommendations using the firm’s proprietary capital market projections.
· Openness to a tailor-fit asset combination that will address individual investment goals and degree of risk tolerance.
· Accessibility to several managers to obtain exposure to an assortment of investment approaches and principles.
· Professional investment management groups that offer input on underlying asset types and suggested goal weightings.
· An attractive fee schedule founded on degree of assets – not the quantity of asset types.
Private Wealth Management
At Southbourne Group, we assist families and individuals safeguard their richly-deserved assets while striving to attain their financial objectives that are important to them.
As a Southbourne Group customer, you will connect with a Relationship Manager who will personally come to know you and your objectives. Your Relationship Manager heads a group of experts that supervise each item of your wealth management approach – from implementing your tailor-fitted portfolio and furnishing you with meticulous reporting, to satisfying your queries and addressing your daily requirements.
At the core of our portfolio development strategy is the Enhanced Balanced Portfolio. To know more about this time-proven investment structure, browse the portfolio’s incorporated funds shown as follows:
Investors Relations
Corporate Profiles
Southbourne Group offers investment management assistance to institutional investors, private capital customers and investment intermediaries. Southbourne Group administers an assortment of investment methods, Global and Emerging Markets equities as well as income-based portfolios. Use to these methods is accessible through segregated accounts, co-mingled funds and mutual funds.
Corporate Profiles
Southbourne Group offers investment management assistance to institutional investors, private capital customers and investment intermediaries. Southbourne Group administers an assortment of investment methods, Global and Emerging Markets equities as well as income-based portfolios. Use to these methods is accessible through segregated accounts, co-mingled funds and mutual funds.