High net worth individuals
Your ambitions, our solutions
Discretionary portfolio
We will work closely with you to identify your needs and deliver optimal portfolio, aligned to your goals and actively managed based on performance updates and reports.
And if you have obligations or liabilities, we can design and execute ALM strategies that best suit you.
Regardless of your original investing currency, our portfolio management service is all encompassing; it embeds strategic and tactical management of any exposure to a major exchange risk.
You will have a dedicated investment manager.
Investment advisory
Optimise existing portfolio - we can review your existing portfolio(s) and offer you strategies to enhance returns without raising the current risk level.
Direct investment -we can offer you pre-screened investment opportunities, covering private equity and debt, real estate, and structured deals such as co-investments and joint ventures.
Your own ideas - we can evaluate your investment ideas to help you make decisions.
Investment execution
If you have specific investments you have decided to undertake, we can offer you our investment platform to execute.
With our platform, you can directly access local and foreign markets, covering fixed income, equities, CFDs, currencies, etc.
We will draw on our global network of partners to help execute any investment idea, anywhere in the world.
