Tailored, needs-based asset management
Körner Perspective regularly shares information with the Media on the latest market trends and developments.
Körner Perspective manage segregated multi-asset or equity only portfolios, spanning both traditional asset classes (equity, bonds, cash and property) and non-traditional asset classes (private equity, structured finance and direct property) as appropriate.
Many high net worth and ultra high net worth individuals tend to look down on traditional retirement vehicles such as pension funds, retirement annuities, living annuities and preservation funds, seeing these vehicles as the domain of less sophisticated investors.
Körner Perspective also offer clients an advisory/ hedging service to investors who wish to handle their own investments but require occasional input.
Körner Perspective’s global portfolio offering aims to simply offer clients a simple, cost effective option to build a quality portfolio of select global equities (as an alternative to a fund based approach).
Körner Perspective has built considerable experience in the field of unit trust/ LISP advisory. Our investment approach aims to ensure that the correct assets mix are held for the risk profile.
The merger of Körner Perspective and Mellett Investments (now KPFS) resulted in a far more comprehensive service offering for the combined clients, given the expanded licence (of Körner Perspective) and experience in unitised and retirement area of Mellett investments.