Asset & Wealth Management
We deliver a seamless blend of asset and wealth management designed to meet the unique needs of high-net-worth individuals, families, and institutions.
Our wealth management services integrate holistic financial planning, investment management, risk management, access to banking and lending solutions, and complementary solutions for HNW individuals.
Wealth Management Services
We understand that true wealth management extends beyond investment returns. We provide strategic and management support that spans beyond portfolio construction, by considering our client-partners’ values, aspirations, desires, lifestyle and needs as common threads that help to formulate financial and personal goals.
Services
We transform your financial aspirations into reality with our expert investment
Management services.
Portfolio Management, Monitoring and Reporting
- Professional wealth managers analyse your entire financial situation and risk profile to develop a personalized asset allocation across various investment classes including stocks, bonds, alternative investments, and cash equivalents.
- We conduct ongoing monitoring and performance evaluation, regular rebalancing to maintain optimal asset allocation and adjustments based on changing market conditions or personal circumstances.
- We stay in constant contact with our clients through our digital tools, which include a secure personal portal that brings together all their data.
- Our comprehensive risk management approach encompasses sophisticated risk analytics and scenario testing, currency hedging solutions, and correlation analysis with diversification strategies to safeguard your investments against market volatility.
Specialized Investment Services
- In collaboration with our partners, we provide specialized retirement/pension solutions .
- Diversification strategies for large single-stock positions .
- Structured solutions for managing business sale proceeds .
- Private equity and venture capital opportunities
ACCESS TO BANKING AND LENDING SOLUTIONS
We offer these services are typically delivered through a coordinated approach between ourwealth advisors and our network of banking specialists.
- International Banking & Premium Banking Services .
- Specialized Lending Options – asset-backed financing/’credit Lombard’, residential mortgage services, etc .
- Cash & liquidity management solutions.
COMPLEMENTARY SERVICES
We provide premium in-house or partner services to match the sophistication of your needs .
- Wide network of professional services providers across various specialisations-
- Tax/Legal/Accounting Services .In
- Property Acquisition .
- Citizenship advice/ Mobility Services.
INVESTMENT MANAGEMENT & INVESTMENT SOLUTIONS
Our strategies ally diligent advice, bespoke investment solutions and access to a plethora of options and investment funds. We identify your organisation’s specific needs and develop financial strategies for sustainable growth.
Services
Our investment management and solutions offering is designed to empower institutional clients and financial partners with strategies and investment products that drive value creation.
- Discretionary or non-discretionary management
- We deliver customized investment strategies aligned with each institution’s specific goals and requirements.
- Our service model covers customised strategy development and a comprehensive reporting through the AXYS portal, available 24/7 online with white-labelling possible.
- Collective Investment Scheme (‘CIS’) Management