Our Approach

Since our inception, we have been dedicated to serving our clients through a relationship based on intimacy, integrity and mutual trust.

When a new client comes to IHN Wealth Management, our relationship begins with a discovery process - an in-depth dialogue to identify all the factors surrounding and defining the client’s wealth. This includes the client’s short and long-term goals and concerns, the structure of his or her holdings, and the client’s exposure to and tolerance for risk.

We aim to meet your financial needs by understanding your requirements. Our responsive and high quality personal service is backed up by a well defined combination of evolving strategies, innovative products and specialist online systems – all focused on helping you to meet your objectives.

Do You Need Wealth Management?

Wealth management helps people determine their monetary goals and develop actionable strategies to ensure longterm wealth.

With greater wealth comes greater investment options as well as more complex risks and threats in terms of legal regulations, taxation issues and opportunities for loss. IHN’s independent experienced portfolio managers help our clients to secure their lifestyles.

Wealth Planning Strategies

Successful investment returns depend on a rigorous, repeatable and transparent process – one that begins with informed opinion, reflects innovative thinking and ends with consistent implementation.

Whether you're planning for retirement or protecting your family’s assets for the future, IHN Portfolio Managers will help you determine which investment strategies are right for you.

Working from the personal investment strategy devised for you, which takes into account your risk preferences and overall goals, IHN’s Portfolio Management team will work to select suitable investments for you. Your financial goals – such as asset growth, income, or security – will be reflected in the selection of asset classes and their relative weighting. I

Investment Management

Successful investment returns depend on a rigorous, repeatable and transparent process – one that begins with informed opinion, reflects innovative thinking and ends with consistent implementation.

• Our investment process starts quality lcoal and international research and one of the IHN’S most important tasks is to identify new investment themes and emerging trends that can benefit our clients

• We develop a range of locally and offshore investment solutions.

• The portfolio manager work to formulate and implement a targeted strategy for each client while also appreciating that financial investment plans require flexibility. The relative importance of return, safety and liquidity, among other variables, is key at this stage of the investment process.
• Once investment goals have been clearly defined, the next step is to determine which instruments can be used to achieve them – selecting best-in-class products across asset classes. Wealth Management Services
  

IHN Wealth management offers the following services:

• Investment planning: assists you in investing your money into various local and offshore investment markets, keeping in mind your investment goals.

• Specialist advice in respect of investment management, unit trust investments; share trading, money market instruments and other sophisticated investment instruments. •
• Retirement Investment and Planning: is critical to understand how much funds you require in your old age. Investment advice regarding retirement/life annuities and preservation funds Retirement planning in respect of a client's retirement income which will maintain his lifestyle and capital needs.
• Asset protection: begins with your financial advisor trying to understand your preferred lifestyle and then helping you deal with threats, such as taxes, volatility, inflation, creditors and lawsuits, to maintaining this lifestyle.
• Trusts and Estate planning: Estate planning to structure a client's financial matters regards to will and testaments, properties, trusts and insurance. This service is critical for every person and wealth transfer helps you pass on your wealth to your dependents.

• Investment Products include local and international Share Portfolios; Unit Trust Portfolios; Retirement Products and Money Market Instruments

Portfolio Management Relationship

Your relationship with IHN Wealth Management can be structured in a variety of ways depending on your desired level of involvement in your investment portfolio. The investment mandate stipulates the relationship between IHN and the client.

Advisory Portfolio Management

For those clients who would like to make all their own investment decisions but to do so with full access to IHN’s research advice and execution services, an active advisory relationship is probably most suitable. This will allow access to leading investment products and services, but the ultimate investment decision will still lie with you.

Discretionary Portfolio Management

Many clients seek less involvement in their portfolio and choose to invest their assets through IHN’s Discretionary Portfolio Management offering. IHN’s network of investment experts and research covers every major international market. IHN’s House View is backed by expertise at both the regional and local level.

Discretionary Portfolio Management puts these resources to work for you through a Portfolio Manager who handles the day-to-day management of your account. These portfolios are actively managed and monitored so as to continuously reflect the client’s established investment strategy. Clients can remain as involved as they choose and will receive comprehensive reporting regarding the positioning and performance of their investment portfolios, but day-to-day decision-making responsibility will lie with our portfolio managers.

Phone Jeanne Davin or Hanna Engelbrech at IHN +264 61 378 900 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it to make an appointment.