INSTITUTIONAL PORTFOLIO MANAGEMENT
We offer our investment expertise to help you protect and grow your business capital, or perform your fiduciary responsibilities towards the investors under your care. We manage segregated and institutional mandates, tailored to your business requirements. We also manage a range of multi-managed solutions and unit trusts, which can be included as investment options in retirement funds.
Professional Indemnity
Calibre Wealth Managers offers indemnity cover for all professionals from PPS.
General Liability Insurance policies don’t provide cover for the specific nature of lawsuit claims that professionals making use of their technical and qualified expertise might find themselves the targets of – claims based on negligence, errors, or omissions. Experience has taught us the unique challenges faced by professionals, thus a PPS STI solution provides professional indemnity and legal defence costs cover cater for these misfortunate eventualities.
Life Insurance
We give access to life, disability and critical illness cover. We partner with leading insurance providers so that you can choose from a wide range of options. We will help you to evaluate these options and can advise you on the most suitable cover for you.
Employee benefits
We offer a complete corporate solution to help you implement healthcare, retirement and risk benefits for you and your staff. As a corporate, institution or small to medium enterprise, we will assess your unique business needs and provide a customised, best of breed solution.
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Multi Management
We use specialist skills and processes to combine top asset managers to target specific investment objectives. You can choose from a range of local and global multi-managed funds, which serve varying investment needs. All tap into the resources, skills and competencies of more than one asset manager, which allows you to diversify your investment more broadly.
Estate and trust services
We can help you to manage your estate assets most efficiently. We offer a full estate planning service, including local and offshore trust services. We can also assist in drafting a last will and testament, and can act as executor in administering deceased estates.