Definition:

The professional asset management of various securities (shares, bonds, etc.) and other assets (e.g. real estate) in order to meet specified investment goals for the benefit of the investor.

What does this mean for you?

At times, it can feel daunting to choose how to best invest your hard-earned assets. Which investment should you choose? How much should go where? Will this choice get you to where you want to be? These questions are difficult to answer and that is where Petra comes in. We come armed with the knowledge and expertise needed to best help manage your assets, so you can have confidence in the direction you choose.