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The Private Client Boutique is responsible for the management of share portfolios.
To cater for the individual needs of our private clients, we offer the following investment solutions:
- House View Portfolios
- Actively Traded Portfolios
- Bespoke Portfolios
Efficient Select offers associated Independent Financial Advisers and their clients, the following services:
- Active Management of Share Portfolios
- Regular reconciliation of Investment values and transactions
- Financial Services Board Approved Asset Managers
- Quarterly reporting to the Client, with a graphic performance summary
- Monthly newsletter to the client, explaining current investment results and market conditions
- Performance based fee system
Our preferred stockbroker is Thebe Securities
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