Tailored Investment
Strategies
Your financial objectives are unique — and your investment strategy should reflect that. At 101, we don’t simply recommend pre-packaged funds. Through our partnership with a licensed Category II Discretionary Financial Services Provider, we are able to offer clients access to active portfolio management.
This means that, unlike most advisory firms, we can deliver bespoke investment strategies aligned with your specific goals, risk appetite, and time horizon — with the added benefit of portfolios being actively managed and adjusted as market conditions change. The result is a more flexible and personalised investment journey, giving you access to a higher level of investment capability than traditional advice alone.
Bespoke Investment Solutions within Employee Benefits
A strong employee benefits structure is one of the most effective ways to attract and retain top talent. At 101, we enhance this by partnering with a Category II licensed provider to design and manage customised retirement funds and employee benefit portfolios.
This partnership allows us to go beyond standard “off-the-shelf” benefit schemes by offering bespoke investment solutions tailored to your workforce and business culture. Employees gain access to meaningful, well-managed investment portfolios, while employers benefit from a unique value proposition that strengthens retention and long-term stability.
Why 101?
With this approach, your business enjoys the best of both worlds: personalised advisory expertise from 101, backed by the investment management capabilities of a Cat II licensed provider.
