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KAST Investment Management LimitedWith the approval of the Bermuda Monetary Authority, Capital G Investments Limited amalgamated with Kast Investment Management Limited (KAST), on the 4th of January, 2010. In July of this year KAST and its employees physically moved to the 4th floor of 25 Reid Street, joining Capital G Investments Limited at this location. The amalgamation represents a significant step in Capital G’s evolution as a leading provider of integrated wealth management services. KAST is an independent investment management company formed in 1991 by Anne Kast and has seen tremendous growth based on its core mission to provide clients with the very best investment advice, long-term growth and superior customer service. Kast builds its portfolios in the same manner as Capital G Investments Ltd., using strategic asset allocation to drive security selection. This is built on the belief that asset allocation is responsible for in excess of 90% of the variability of returns of portfolios over time, and that risk in portfolio should be managed through proper asset allocation and not through the timing of purchases and sales of securities. Our joint belief is that portfolio management should focus on:
All clients receive a customized Investment Policy Statement which is the roadmap to the management of the portfolio.
Click here to review the Biography of Anne Kast
For information on services offered by Capital G Investments, contact Robin Peters at rpeters@capitalg.bm or 441.296.6969. For more information on Kast Investment Management, contact Anne Kast at akast@capitalg.bm or 441.292.5283.
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