Concerned about the quality of the investments you are offering your clients? We offer a wholesale investment service that will enhance your client’s returns.

We offer the opportunity to provide your clients with an enhanced portfolio management specialisation. We believe that three factors are critical to the delivery of a superior service:
1. impartial advice
2. integrity in the knowledge base of this advice
3. independence at every level of the investment process

The Axiome portfolio platform meets there criteria and can enable you to provide your clients with best practice standards to:

• Provide prudent investment decision making based on a objective assessment of each clients objectives and risk assessment
• Planning tools together with an educational framework to support the client decision process
• A low cost means to effectively implement portfolio structures utilising all available diversification and tax planning opportunities
• Accountability and transparency in reporting including measured performance to benchmarks

Our objective is that clients receive the full risk adjusted returns of the market and thereby a satisfying investment experience. This requires an investment approach that is disciplined, effectively diversified and low in cost.


Documentation & Process

Axiome can supply resources to support marketing to prospective clients and ongoing management of existing clients.

As a wholesale client you have access to our robust investment process, standard documentation and regular reporting.

Investment Methodology

We adopt a buy and hold methodology, with regular review points and periodic ‘rebalancing’ should the need arise. Enhanced index investing involves investor discipline to adhere to the strategy, rather than be swayed by the latest “hot” market offering.

For further information, please contact Axiome Consultants.