We provide investment management services and offer investment products across all major asset classes to a diverse set of institutional and individual clients. We also offer wealth advisory services, including portfolio management and financial counseling to individuals, high-net-worth individuals and families globally.
– We provide clients with customized and innovative solutions that address their distinct needs;
– We offer clients in-house research and market insights in an ever-changing macro environment;
– We identify market opportunities and invest on behalf of our clients within a world-class risk framework.
The Management Of Your Wealth
Our expertise, combined with our Financial Research, Compliance and Administrative divisions, ensures that your unique financial position will be fully understood and comprehensively managed by your dedicated wealth manager.
A relationship with private wealth management team begins with a conversation. We ask about our client’s goals and help evaluate them. We analyze each client’s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable wealth management plan.
Discretionary Investment Management
This allows managers to buy and sell a wide range of investments without having to encumber investors with paperwork for each trade allowing us to respond very quickly to economic and market changes, and to capitalize on opportunities. Investors are freed from the day-to-day administrative process of wealth management to be able to focus on other priorities. When we work on discretionary bases, we agree with the client on a number of factors (income, tolerance of risk etc.) before we begin to invest.
Our investment managers create tailored portfolios across all traditional and alternative asset classes.
Your diversified, discretionary portfolio may incorporate a mix of asset classes – domestic, international and emerging market fixed income and equities, as well as alternative investments – based on your individual needs.