Navigating Investment Management

Investment management is crucial in growing and preserving your wealth. It allows for the strategic allocation of funds into diverse assets to optimise returns and manage risk.

Delta4 employs a customised, data-driven approach to investment management. We consider your unique financial goals and risk appetite, designing a portfolio that suits your individual needs while offering optimal returns.

Your risk capacity is matched with a portfolio which has a performance target that matches your investment horizon and objective:

-The potential and the risks of the proposed portfolio are clearly explained.

-The adviser can demonstrate the qualitative and qualitative process used to select the underlying funds.

-The selected funds are constantly assessed against funds that aren’t included in the portfolio to make sure the fund allocations are optimal.

-The portfolio performance and fees are discussed at least once a year.

-The performance of the portfolio meets or ideally beats its performance target.

This license allows D4 brokers to use their discretion to proactively manage and make changes to clients’ investments. This can only be done when a mandate is signed. It means that we can react to market circumstances immediately, to the benefit of our clients ─ whereas, in the absence of a mandate, the brokers would have to wait for client acceptance and confirmation of the changes we wish to make. This may take some time which means that some opportunities could be missed for optimal portfolio management.

No. Delta4 is a category two brokerage, which means that via mandate, the Delta4 brokers can use their discretion to pro-actively make changes to clients’ investments, but we do not build funds. We are however partnered with BCI and BIP who create state-of-the-art funds solutions for our clients.

Boutique Collective Investments and Boutique Investment Partners