top of page

Asset management

Asset management is a complex process that involves the development, implementation, and ongoing management of a client's investment portfolio. At its core, asset management is about creating a customized investment strategy that is tailored to the client's specific financial goals, risk tolerance, and investment time horizon. To achieve this, asset managers use a range of investment techniques, such as diversification across asset classes, investment in a range of securities, and strategic allocation of capital.

One of the key objectives of asset management is to minimize investment risk while maximizing returns. Asset managers use a range of techniques to achieve this, such as selecting securities that are aligned with the client's investment goals, and regularly monitoring market trends and adjusting the portfolio as necessary. This can involve analyzing financial statements, evaluating market conditions, and staying up-to-date on the latest developments in the economy and financial markets.


Global equities


Global bonds








ESG investment

The process of asset allocation involves determining the appropriate mix of asset classes based on factors such as the investor's age, investment objectives, time horizon, and risk tolerance. Once the appropriate asset allocation has been determined, the portfolio is constructed to reflect that allocation. Over time, as market conditions change, the portfolio may need to be rebalanced in order to maintain the desired allocation.

Asset allocation can be an effective way to manage risk in an investment portfolio, as it helps to diversify risk across different asset classes. By investing in a variety of assets, investors can reduce their exposure to any one asset class or security, which can help to mitigate the impact of market volatility. Additionally, asset allocation can help to ensure that investors are taking on an appropriate level of risk given their investment goals and time horizon.


Discretionary Management


Portfolio advisory service

Discretionary fund management is a professional investment service where an experienced investment manager manages your portfolio based on your investment objectives and risk tolerance.

With this service, the manager has the flexibility to make changes to your portfolio as needed, without requiring your prior approval.

Our wealth management firm offers customized discretionary fund management solutions to help you achieve your financial goals, while ensuring your investments are being professionally managed.

In non-discretionary advisory services, the advisor provides investment advice based on the client's investment objectives, risk tolerance, and financial situation. They may also offer ongoing monitoring of the client's portfolio to ensure it remains aligned with their investment goals.

Non-discretionary advisory services may be appropriate for clients who prefer to retain full control over their investment decisions, but still want the benefit of expert advice and guidance. This approach may also be beneficial for clients with complex investment needs or unique financial situations that require specialized attention.


Structured products are financial instruments that are created by combining multiple financial assets into a single investment. They typically involve a combination of debt and equity securities, along with options, derivatives, or other financial instruments. Structured products are designed to offer investors exposure to a specific market or asset class, while also providing some degree of downside protection.

Structured products are typically designed to meet a specific investment objective or need. For example, they may be designed to provide exposure to a particular industry, region, or type of asset, or to generate a specific level of return. They may also be used to manage risk or to provide a way to invest in markets that are difficult to access through other means.

Structured products are complex financial instruments, and may not be suitable for all investors. They often involve a higher degree of risk than traditional investments, and may be subject to market volatility, credit risk, and other factors.

bottom of page