Assets Management

Assets Management

In order to invest successfully, we formulate a portfolio management process to ensure that your investments are managed as a spectrum of diversified investments rather than unrelated individual holdings. Wealth portfolio management mandate allows you to sit down with your relationship manager and define your investment policy.

This investment policy defines your investment objectives (e.g. preservation of capital, risk tolerance, expected rate of return). We are guided by our client’s objectives but believe that solid research is fundamental to sound investment decisions. We employ teams of experienced analysts who regularly gather in-depth, first-hand information on the financial markets. We believe that an investment decision should not be made lightly.

In addition to providing extensive research, our investment professionals go to great lengths to determine the difference between the fundamental value of a company and its price in the marketplace. We believe in a long-term approach for asset selection. It is part of the big-picture view our investment professionals take of the companies or assets in which we invest on behalf of our clients.