Share Portfolios

Efficient Select offers, the sophisticated, high net worth investor, private wealth portfolio management through efficient and personalised service. Personalised portfolios are managed on a discretionary basis. All administration is outsourced to the service provider of your choice, ensuring that we focus all our attention on the management of your wealth. Our personalised portfolio options are specifically designed to address the diverse requirements of private wealth clients.

  • Personalised share portfolio management
  • Direct and personal interaction with portfolio managers and analysts
  • Share portfolio administration
  • Share portfolio assessment and feedback
  • Quarterly feedback (Private Wealth newsletter)
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