Experience tells us that strategies are rarely ‘set and forget’. Being there to ‘adjust the sails’ is just as important as staying on top. From the simple ‘once-off’ to the more complex ‘lifetime’ and inter-generational wealth transfer strategies, our office draws on our experience across accounting, insurance, stockbroking, banking, international/expatriate issues to get the right solution.
Managed Discretionary Accounts (MDA)
MDAs allow Guardian to discretionarily act on your behalf within pre-agreed limits. In practice, the MDA arrangement ensures the timely management of portfolios. MDAs provide the necessary autonomy to seek opportunities where there is strong competition for quality assets.