In-house
Ashburton
Founded in 1982, Ashburton is committed to its philosophy of active investment management in the pursuit of capital preservation and real growth for its clients over the long-term.
Having predominantly focused on private clients over the early years. The company has lately become a more intermediary-focused, global asset management business, with an international sales teams, covering South Africa, the Offshore Islands, the United Kingdom and the Middle East.
Ashburton manages private portfolios and funds , investing across all the worlds markets, with assets under management of over £1 billion as at December 2009.
RMB Private Bank
RMB Private Bank's expertise is in its ability to handle clients’ personal wealth with commercial integrity. Traditional values and innovative ideas are what set it apart and this is encapsulated in the products and services it offers and the calibre of people it employs.
Two key areas of expertise from within RMB Private Bank stem from its wealth management and its portfolio management divisions.
RMB Private Bank, states that it's aim is to provide clients with consistent advice and specific solutions in investment planning and management, estate and financial planning, trusts and fiduciary services. RMB believes that sound professional knowledge is essential for the preservation and optimisation of wealth.
The pillars of their integrated wealth management approach are:
- estate planning, wills, trusts and fiduciary related services
- wealth planning and advice
- investment solutions and management
- business ownership succession planning
- offshore structuring and investments
RMB Asset Management International Limited
RMB Asset Management International is based in London and offers:
The wider RMB Asset Management grouping responsible for asset management within the FirstRand Group, comprises both RMB Asset Management Pty (South Africa) and RMB Asset Management International Limited (United Kingdom).
RMB Asset Management International works closely with it's clients and consultants to construct the optimal strategic asset allocation for each portfolio. They:
- employ a multi-management investment approach.
- adopt active and passive strategies for the traditional asset classes of equity and fixed income.
- combine traditional and alternative asset classes to meet the specific risk and return objectives of their clients.
- employ alternative investment strategies through Funds of Hedge Funds.
- seek to offer transparency and operate independently of any consultant, fund manager or distributor.
- remove the burden of manager research, selection, monitoring and replacement, consolidate all the underlying performances and provide a single point of contact for the client and consultant.
FirstRand Trustees Limited
FirstRand Trustees Limited, which is part of FirstRand Private Wealth Management, is the specialist international offshore provider of the FirstRand Group. The Company is based in Guernsey, providing a wide range of fiduciary services ranging from private trust and company facilities for the individual or family to corporate structures, such as Employee Benefit Trusts, Pension Plans and Special Purposes Vehicles for multi national companies.
With its 40 year pedigree in the provision of fiduciary services, it has the expertise to meet clients’ every need.
In addition to the above expertise...
We also have access to all of the FirstRand Group’s financial specialists. This expertise is accessed via FirstRand Private Wealth Management’s International Investment Centre (IIC), which provides a comprehensive investment support service to the Wealth Management team.
Key responsibilities of the IIC include:
- Researching the Investment market
- Setting investment strategies
- Product Accreditation and Selection
- Negotiating with Product Providers
- Central repository and distributor for investment information
- Investment training centre
- Inputting ideas and knowledge sharing
The IIC coordinates the International Investment Panel, which is made up of experts from within the wealth segment of the FirstRand Group.
