Managing the portfolio is an ongoing process that requires an in-depth understanding of what you want to achieve and balancing that against risk, market fluctuations and changing circumstances.

SWAN’s portfolio managers will define your investment ambitions, before applying their knowledge of different investment instruments and their potential returns to help you create an investment portfolio that suits you. 

We will advise you of the risks and how to manage your exposure, monitor performance, make recommendations for diversification when appropriate, and ensure your investment strategy remains on track. Financial markets can be volatile, but our investment analysts are able to make the necessary adjustments to ensure your own portfolio remains balanced. 

Contact us to set an appointment with a portfolio manager