When we took on the management of the assets of the founding family in 2009, we were keenly aware of all the hard work, sacrifice, and perseverance it took to build the wealth. Apart from being duly motivated, we had one main advantage as we sought to find the best way to manage the investments: we were independent. 

The experience we had from working in trading, investment banking, and fund management enabled us to follow our own advice, rather than having to rely on others who get paid to perform a service. We also had a free rein to do what we deemed most efficient, as we weren’t looking to launch a product or to please the interests of other parties.

Working together with a team of former colleagues and investment professionals, we sought to develop a strategy that gave us more control over our money and enabled us to make better investment decisions. The goal was to gain efficiencies in the way we manage the investments and reduce the costs to administer the assets. After more than eighteen months of study, research, and testing, we successfully implemented our strategy in 2011.