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What We Offer

Melville Douglas acts as the custodian of our clients’ savings, pensions and financial assets. To do so, we employ decades of investment expertise and market knowledge to find and take advantage of the best risk-adjusted returns to grow your capital. From individuals to charities, from trusts to corporates, our bespoke investment management approach remains at the heart of what we do.

Portfolio Management

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.

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Institutional

We know that at the core of institutional investing are individuals with financial goals, a need for high quality investments and superior fund management. As each institutional client is unique, we take time and work together with them to construct a solution with their needs and concerns in mind. Our investment strategy is focused on meeting their investment objective as well as assimilating their desired risk level.

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Portfolio Management

Our Discretionary Portfolio Management are for clients who require an actively managed portfolio without the burden of day-to-day decision making. Our global team of portfolio managers are focused on delivering your investment objectives and financial goals, by bringing to bear their collective experience as well as the best of our global research and investment capabilities on your behalf.

We provide two distinct discretionary investment styles:

  • Our focused solutions are concentrated, multi-asset solutions that focus on high conviction investment ideas generated by our in-house research teams. Minimum investment of £250 000/$400 000
  • Our Diversified solutions are diversified, multi-asset solutions blending a number of hand picked, quality investment managers to offer diversification across all major asset classes and styles. Minimum investment of £250 000/$400 000

Why choose our Discretionary Portfolio Management services?

Actively managed portfolio

  • This service is designed to provide a convenient, low-maintenance solution for the management of your investments.
  • EXPERTISE
    • Whatever the market conditions, we provide constant oversight and decision-making with a view to ensuring your portfolio is always appropriately positioned to provide the best investment outcome
  • REPORTING
    • We will also keep you fully updated with regular reports, statements and other information. Our digital portal allows our clients to access current and historic reporting.
  • All of these solutions can be tailored to meet individual requirements.
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Overview

We have the investment expertise to help you capitalize on both local and global growth. We provide a range of funds that gives you access to a choice of fixed income, multi-asset and equity investments.

By taking advantage of our global footprint and expertise you ave the option of investing domestically or offshore, choose a single fund, or a blended investment, whatever your personal preference might be.

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Our range of domestic funds offers investment opportunities in fixed income, multi-asset and equities across various local industries.

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Our range of offshore funds offers investment opportunities across different economies and regions and access to industries and companies that may not be available locally.

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Our tax-free investments is a flexible investment product geared for growth and tailored for your individual needs and risk tolerance.

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Our Range of Funds

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You have reviewed the latest product information on our website (fact sheet) and know the risk and fees associated with your investment choice. You have read and understood the terms and conditions available on our website or upon request.

To invest directly, investors need to download the application form, complete and submit this form and all the associated documents to STANLIB:

E-mail: [email protected]

Facsimile: 0867 277 501 or 011 448 6666

STANLIB Collective Investments Limited administer these funds.

You have reviewed the latest product information on our website (fact sheet) and know the risk and fees associated with your investment choice. You have read and understood the terms and conditions available on our website or upon request.

To invest directly, investors need to download the application form, complete and submit this form and all the associated documents to STANLIB:

E-mail: [email protected]

Facsimile: 0867 277 501 or 011 448 6651

STANLIB Collective Investments Limited administer these funds.

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