Wealth Management
At South City, our approach to wealth management is centered on selecting trustworthy fund managers with a track record of meeting their objectives. Our team of wealth management experts is responsible for crafting our investment portfolios and continuously evaluating their performance against their benchmarks.
By doing so, we can determine whether each solution aligns with your risk tolerance and meets your return requirements.
Our successful portfolio design is evidenced by the fact that we have only made two manager changes in the past decade. This is not because we are indifferent or hesitant to make adjustments, but because our investment process is meticulous and well-considered.
We avoid reacting to short-term market fluctuations or investment trends and instead rely on evidence-based decision making to guide our investments.
Financial Planning
Investors who adhere to a well-crafted set of guidelines tend to have higher success rates than those who are driven by their emotions or frequently make changes based on daily events. With our team of experienced and qualified financial planners, we analyse your present financial status and consider your distinct financial objectives to develop a financial plan that aligns with your goals and needs.
This plan is designed to be easy to understand while also addressing your complex lifestyle and requirements. Your financial plan serves as the framework for all financial and investment decision-making.
After the financial plan is finalised, the implementation and review phases become crucial. As markets fluctuate, your emotions and behavioural biases become more apparent. Our job is to help you stick to your plan and deviate only if it makes financial sense to do so.
Behavioural Management
South City relies heavily on data to drive our decision-making processes. This helps us to accurately support you as a financial planner and a behavioural coach.
Numerous studies across the world confirm the ability of a skilled financial planner to positively influence investor behaviour. We always strive to place your needs first and our ongoing research places us in a unique position to help you achieve as much as 2% extra growth on your wealth by identifying and managing behaviour gaps.
COMPREHENSIVE | TAILOR-MADE
Our Services
We offer an extensive range of services to meet your financial needs.
COMPREHENSIVE | TAILOR-MADE
Our Services
We offer an extensive range of services to meet your financial needs.