Tailored, needs-based asset management
Körner Perspective offers a wide range of services and mandates, depending on the degree of sophistication of the client and the degree to which the client wishes to be involved. Read More>
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Portfolio Management
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.
Retirement Funding
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.
Advisory Services
Körner Perspective also offer clients an advisory/ hedging service to investors who wish to handle their own investments but require occasional input.
Offshore Portfolio Services
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).
Unit Trust Advisory
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.
FSCA Approved Services
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.