Services

KÖRNER PERSPECTIVE SERVICES

Körner Perspective manages 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. Körner Perspective also offers clients an advisory/ hedging service to investors who wish to handle their own investments but require occasional input. Körner Perspective has built considerable experience in the field of unit trust/ LISP advisory.

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. KP seeks to educate these individuals about the importance of these vehicles.

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 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(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.