Services

"Recognizing that financial advisors need more than just off-the-shelf risk profiled solutions "

Advisors/ Intermediaries

Expert Guidance

Our aim as Asset Advisors is to help you grow your business but more importantly assist you in making prudent investment choices for your clients and preserving their wealth over time. We offer an extensive range of products and solutions that will help you service your current client base but also allow you to identify new opportunities in the market. You can leverage off the expertise and experience of our dedicated investment team to deliver cost effective solutions that target attractive risk adjusted returns both domestically and offshore .

Asset Consulting

The Path to Success

Graphite has a dedicated team of investment professionals with a proven track record in long only unit trusts, hedge funds and multi-manager portfolios that implement active management strategies drawing on world-class institutional research. We focus on our core skills of manager screening and due diligence, fund selection and portfolio construction to provide a complete asset consulting service for you and your clients whilst mitigating the risks to your business. We utilize our experience and understanding of the financial services industry, the economic environment, and knowledge on global investment products, to provide advisory services to partner with the Board of Directors, Trustees and other third-party intermediaries who have the responsibility of managing institutional and high net worth mandates.

Discretionary Fund Management Model

A Comprehensive Approach

Graphite Asset Advisory understands the complexities of managing money and how resource-intensive it can be. We have therefore designed a discretionary fund management model, giving you the opportunity to outsource your decision making to our experienced and professional investment management team. This is a highly bespoke service, offering our resources and investment specialist skills to financial advisors, institutions and other intermediaries. With a wide array of asset classes and investment choices available, developing and managing your own portfolio can be quite daunting. As a privately-owned firm, we value our independence with a focus on providing tailored solutions that match your client’s financial objectives.