At Reichtec Private Wealth we believe in a structured approach to advising clients on their investment portfolios. To this end we have a well defined investment process and strategy. This process and strategy has as its overriding principle the mitigation of investment risk through asset allocation and fund manager diversification. In simple terms, we allocate portfolios into the three main asset classes (equity, fixed interest and property) and ensure that the appropriate fund managers are selected to manage these asset classes.

Our fund manager selection process is made via quantitative and qualitative research. We will not switch fund managers based purely on performance because we understand that fund manager performance does not come linearly but rather unpredictably. 

Client portfolio reviews follow a structured service process. This process incorporates annual reviews for client feedback and performance assessment, investment changes in terms of the investment strategy, other investment changes such as fund manager changes as well as ad hoc email communications according to client preference.

The specific product providers that we deal with also send quarterly statements directly to all clients.