A commitment to uncovering true value that was established back in 1983, when we set about building the bespoke investment approach we offer our clients today. The Melville Douglas Way continues in what truly differentiates us: an approach that is powered by a deep-seated commitment to fundamental research, underpinned by decisions based on balance and guided by a long-term view on investments. This approach has helped deliver outstanding results generated by doing things our way.

Fundamentally our business is about two things: service and people. Our promise to you as a client, or future client is to offer exceptional service of the absolute highest standard, delivered to you by highly-skilled, highly- experienced investment experts grounded by principled integrity. If you are looking for a different way to approach investing, you should consider Melville Douglas. Because preserving and growing your wealth is not just our job.

Melville Douglas Jersey was established in 1998 and it is dedicated to providing global investment opportunities to our clients.

In 2001, our operating footprint was greatly increased when we were acquired by Standard Bank. This strategic partnership has allowed us to expand our offering globally and across the African continent, with the backing of Africa’s largest banking group.

No matter how large our theatre of operation might be, we will always employ our substantial resources, depth of expertise and robust systems in an agile and highly responsive manner to deliver on our your individual investment needs. This is made possible through our smaller size and independent, bespoke approach which gives us the freedom to build investment portfolios appropriate for the needs of each individual client, without bias or interference.

There is no substitute for experience, this we know. But there is no better combination than vast experience deployed in concert with lasting personal relationships built on trust and performance. Many of our Investment and Portfolio Managers and our loyal clients have been with us for over twenty years.

Establishing long lasting relationships, rare in this day and age, that ensure one of our enduring, founding principles guides our purpose – to serve our clients needs to the highest standards to help them achieve their investment goals. This is the Melville Douglas Way.

We have the investment expertise to help you capitalize on both local and global growth. With our discretionary portfolio management service, the ongoing management of the investments within your portfolio is delegated to us. Our Discretionary Portfolio Management service takes away the need for our clients to make time consuming investment decisions. Our aim is to provide returns that dovetail with your risk tolerance and long-term investment objectives.

Our portfolio managers keep a watchful eye on each portfolio and they can be relied upon to manage your assets on your behalf and to make the right investment decisions at their discretion to meet your agreed goals. And should your circumstances change, our continuous appraisal philosophy allows for agile adjustments to your local or global portfolio.

Why should you consider our portfolio management services?

• Our service is customised to suit each client’s personal needs. Our flexible approach, combined with a comprehensive financial needs analysis and a full understanding of our client’s investment objectives delivers a customised investment portfolio, One-size does not fit all.
• We ensure that active asset allocation immediately adjusts to the changing circumstances in investment markets providing our clients peace of mind that their assets are constantly monitored by focused professionals.
• We provide our clients with full transparency regarding the underlying assets owned, portfolio transactions and all management costs so that they are able to evaluate our performance and progress with confidence.
• Our team of experts provide our clients with exceptional, personalised service. We dedicate two portfolio managers and a client services individual to each client ensuring our clients always have direct access to their portfolio manager and understand the investment decisions they make on their behalf.
• Our portfolio managers are in regular contact with our clients and consistently report back on portfolio performance.
• A wealth of experience - our investment team has in excess of 300 years’ combined experience.

Attention to detail underpins everything we do and informs our mission to preserve the capital entrusted to us, and deliver superior risk-adjusted investment returns. Our commitment to always putting the client objectives first, entails a strong and persistent focus on the investors mandate, and risk management while keeping on eye on the cost of delivering their return. This enables us to aim for sustainable, repeatable investment results. To us, quality and consistency in our approach will always count more than capturing short-term price changes fluctuations.

It is our firm belief that long-term returns can only be reliably delivered through building high- conviction portfolios with quality assets of considered diversification. Our conviction that the entry price determines the investment outcome guides our process of acquiring a deep and detailed understanding of valuation, informing us how much we are willing to lay out. When it comes to this, we insist that all members of the team contribute to making the most accurate decision. The house view is always held above any individual opinion.

Team-based decision-making.

Our ongoing success in built on our long history of attracting and developing the best investment talent available. With this in mind, a team approach is the cultural heart of what we do. Simply put, we know that the best people perform best when part of a team that is subject to rigorous challenge, surrounded by a strong, united support structure.

Balance

Balance is key to all we do. Balance between risk and return. Balance between capital growth and cash generation. Balance between compound and cyclical price performers, amongst others, a keen understanding of the importance balance ensures the best returns for our clients.

Trust, discretion, service and execution.

We continue to strive to be the standard by which the industry is measured. For 32 years our processes have been molded, refined and improved as the market and regulations evolve, and will continue to do so.