About Us

Financial solutions for your success.

We are a diversified investment management firm that specializes in both Alternative and Traditional asset classes. We have a team of seasoned investment professionals with a combined 40+ years of experience in the investment industry.

Our Goals

What we strive for

Our Mission
Our Mission
To be the premier partner in our target markets for customers seeking investment management and ancillary solutions, and to provide exceptional returns and personalized service to clients.
Our Vision
Our Vision
To enable our clients build better futures by achieving financial prosperity.
Our Values
Our Values
Client Centricity, Integrity, Transparency
Partnership
Collaborating for Collective Growth.
Innovation
Pioneering Solutions, Shaping Tomorrow.
Integrity
Building Trust, Delivering Results.

Environment

Social

Governance

Our Focus

ESG Sustainability

Our investment philosophy is inspired by the principles of Warren Buffett, the 'Oracle of Omaha'. We firmly believe that consistency and the application of key tenets are essential for long-term success in investing.
In recognition of the global realities we operate within, we have also integrated Socially Responsible Investing (SRI) considerations into our investment decisions. This involves incorporating qualitative Environmental, Social, and Governance (ESG) criteria alongside traditional quantitative factors.
  • What do we believe in?

    We believe that a long-term mindset and approach to investment works not only to reduce the risk associated with short-term market fluctuations, but also to greatly enhance the chances of outsize returns in future.

  • What is our action plan?

    We endeavour to develop well-thought-out, long-term strategies prior to making any investment decisions or taking any investment action, greatly reducing any behavioural biases that may arise out of the short-term market volatility

  • Why are we different?

    Responsible investing is a crucial component of our contemporary investment management. We understand the importance of addressing sustainability concerns among investors and stakeholders. Choosing businesses that value sustainability and moral behavior while also advancing positive social and environmental effect.

  • What sets us apart?

    Transparency and open communication are paramount to us, as we provide regular reports and updates on performance. Additionally, we engage with our investors through conference calls and in-person meetings to discuss investment strategy and performance.

Pension Fund Management
Fund Management
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Private Wealth Management
Through Segregated Funds
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Fixed Income Fund
Income Fund
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Globetec Bond Management LLP
Bond Fund
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Globetec Umbrella Fund
Coming Soon!
Bond Fund
(Globetec Bond Management LLP)
Private Equity Funds
Private Wealth Management
Through Segregated Funds
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Pension Fund Management
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Real Estate Investment Management
Globetec Umbrella Fund