FDM Investment Managers & Consultants Information

We believe that financial independence is a right and not a privilege; all individuals are entitled to quality and sound financial advice, which guides them to financial independence. Our definition of financial independence is the point where money works for an individual as oppose an individual working for money. Financial independence provides you with financial freedom and peace of mind. We offer a globally competitive wealth management service by combining our wealth management and asset management expertise. We continuously evaluate and evolve our proven strategies and strategically align ourselves with global competitive service providers to ensure a high quality wealth management service is provided at all time. Our individualised wealth management focuses on: 1. Integration of the key elements of wealth management namely financial, financial personality and portfolio construction on client level. 2. The design, construction and management of investment solution are set specifically to the needs of the client. 3. Consolidate investment portfolios to ensure a holistic approach to investments. 4. Optimisation of client investment portfolios to ensure that the client’s objectives are achieved with the least amount of uncertainty. 5. Continuously strive to reduce fees across the investment value chain without jeopardizing the quality of experience. 6. Actively manage investment portfolio on client level. 7. Comprehensive on-going holistic individual reporting.