Statement of principles





Fees and commissions

Investment philosophy


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Established in 1992, privately owned and not associated with any bank, insurance company or investment fund manager.



Statement of Principles

We aim to help clients make the decisions they would make if they had our knowledge and experience.

Management of conflicts of interests
We believe that the best way to ensure that the quality of our advice clients receive is never compromised by conflicts of interest is to structure our business such that:

  • APT Strategy is not associated with the companies whose products we recommend;
  • APT Strategy's fees are independent of the products we recommend; and
  • APT Strategy's remuneration is linked to the success of our clients.

We choose to conduct our own independent research rather than to rely on the research of others. Clients can therefore be confident we do not merely parrot what we have been told, but that we really understand the investments we recommend.