We look past today and realise long term value creates global wealth. Ivy combines a wealth of experience with a value based investment approach to design customised investment solutions to suit both corporate and private clients.
Whether you require assistance with corporate solutions, discretionary investments, retirement planning, trusts, or offshore, Ivy can assist with a suitable solution for you. The cornerstone of our service is sustained performance with a personalised approach that has produced an exceptional track record. Let our industry experts customise your financial solution.
Our ethos is founded on a traditional belief in investing, underpinned by embracing our modern world through state-of-the-art technology.
Through this process, Ivy details the specific needs of the investor, defining your long term investment approach, and assisting in a suitable platform to accommodate the product.
Ivy has a variety of offerings for you the investor, such as: equity, fixed income, property, offshore, private equity, and alternatives, creating a tailored solution for your defined strategy and product requirements.
As your needs change, Ivy reviews and adapts the investment components to these changing circumstances. We strive to create solutions that put your mind at ease. There is no greater currency than certainty.
With over 120 years of combined experience on the advisory committee, Ivy's experienced team can tailor transparent financial solutions. The foundation of our service is a sustained performance with a personalised approach that has produced an exceptional track record. Let Ivy's industry expertise help you through your financial journey.
Contact our team to tailor your financial solution.
Ivy has partnered with key service providers that facilitate transparent and cost effective platforms for you, our client. We constantly evaluate these partners to ensure continuity of our investment solutions. Our partners offer institutional rates with the requisite transparency, coupled with security and peace of mind for your assets.
The cornerstone of our service is sustained performance and personalised approach that has produced an exceptional track record.
We combine our wealth of experience with a value-based investment approach. Our Accreditation Licence is amongst the highest offered by the Financial Services Board.
Driving lower cost with improved performance adds a significant multiplier effect to your wealth. We take care and pride in developing a plan that is definitive and transparent.
Customers are the best endorsement of Ivy's superior returns. Our clients’ personal remarks highlighting Ivy's investment skills in action are true testament to this.
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