Körner Perspective is a multi-asset fund manager, but with a distinct equity focus, as:
The equity box is the most complex, wide ranging and dynamic asset class.
Equity is often the biggest asset class in client portfolios.
Equity can, when sensibly used, produce a wide range of risk return profiles.
We approach wealth management quite differently.
While we fully understand the importance of discipline and diversification when managing money, we consciously chose to avoid the overly standardized approach to money management that has become so pervasive in the industry.
What really matters is how one systematically builds an asset portfolio to achieve the long term objective.
Körner Perspective was specifically established to perform two different, but related functions, namely:
- To address the need among high net worth and ultra high net families for a truly independent, holistic financial services partner that is able to become truly immersed in the financial position of the families, and
- To offer truly bespoke asset management, focussed on the needs of the client.
In short: We aim to offer a true family office service to select clients and a tailored wealth management service to the broader market.
Our tie-up with Mellett Investments on the 1st of April 2011 adds fiduciary planning, tax planning and extensive experience in the unitized investment field to our offering.
The establishment of KP Fiduciary Solutions in mid 2014 allows us to better service our clients overall financial needs with vital estate planning, fiduciary and tax planning (and compliance) skills added to the group.
Assets under management, advice and administration exceeded R 1.2 billion as at end February 2016.