We do all the heavy lifting so you can invest with ease

Helping you pursue your goals is at the core of what we do. We pay attention to what is most important to you so that we present you with the best suited opportunities that maximise your value

Our Investment Process

Our process is simple even if its your first time investing, we guarantee your comfort at every stage

It Always Starts With a Conversation

We prefer to start by conversing with you as you let us in on your life, values and beliefs. This way we have a better picture of your goals which is paramount in determining the Investment Policy Statement (IPS), a guideline that alludes the exact steps to be taken in integrating various aspects of your life in order to fulfill your ultimate goals.

Establishing a Blueprint

Once we have a good picture of where you want to go, together we create a blueprint structure that suits your
goals, beliefs, risk appetite and financial constraints known as an IPS to guide us to your destination. We also develop contingency plans for unexpected circumstances in order to protect the blueprint.

Implementation

Implementing the plan will as much as possible be done as set out by the blueprint but may sometimes involve modified arrangements. We liaise with our service providers and other professionals pertaining to the implementation of the agreed plan.

Review & Modifications

In order to stay relevant in a dynamic and interwoven world, we may have to keep updating your investor profile and investment strategy. Our team will reach out to you and keep you abreast of the performance of your portfolio periodically. We also let you know when material modification is needed in order to make sure your objectives are satisfied.

Beyond Wealth Management

We like it when you reach out to us even beyond investment issues because we understand that life is so much more than just money.

Our Success Stories

Kat Farrow

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Red Farrow

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Kitty Farrow

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We Invest In People For Results

Our team includes up standing individuals with diverse experience in Financial services.

Akribos Private Client’s operates as a part of Akribos Capital inc, mutually sharing resources and expertise to help you with your private wealth management.