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INVESTMENT PORTFOLIO MANAGEMENT

At KMD we pride ourselves on taking the time to understand your investment needs before we even mention a fund manager’s name. Our team of experienced, qualified and empathetic investment professionals will go out of their way to make sure that you feel confident your portfolio is optimised today and in the future.

CONSIDERED PERFORMANCE

We strive for good performance at below average costs and, more importantly, below average risks, based on the three pillars of investment portfolio management: asset allocation, diversification and rebalancing. We invest carefully - we don’t chase hefty returns and will avoid fads or very niche investments.

TACTICAL DECISIONS

We will look at your current situation, identify any goals over the short, medium and longer term, and then carry out a review of your current situation before agreeing which stage of the investment journey you are at. Managing your portfolio involves decisions about asset allocation; strategic and tactical fund selection and balancing your risk tolerance with performance objectives.

THE 4DRAWER APPROACH

Our approach to asset allocation takes a forward-looking approach to combining different assets in different proportions according to your risk profile. It incorporates the 4Drawer approach, developed to make sure that your assets are all working in the right way to meet your changing needs in the short, medium and long term.

BECOME A CLIENT

KMD’s services are tailored to meet the needs of high net worth individuals. To determine whether these are suited to you, please answer these few simple questions.