Wealth Management Advisory
Our wealth management service provides personalized investment advisory and portfolio management for high-net-worth individuals and families. We combine global investment expertise with an understanding of each client’s unique needs:
- Personalized portfolios: Construction of cross-asset investment portfolios aligned to the client’s risk appetite, return objectives, and liquidity preferences, spanning asset classes from equities and bonds to alternative investments
- Active portfolio management: Continuous monitoring of portfolio performance and proactive rebalancing to respond to market conditions or changes in client circumstances
- Risk management focus: Emphasis on capital preservation and downside risk mitigation through diversification, hedging strategies, and disciplined investment selection
- Tax-aware investing: Integration of tax planning into the investment process to enhance after-tax returns, leveraging available structures and tax treaties beneficially and in compliance with law
- Transparent reporting: Regular reporting and review meetings, providing clear visibility into portfolio holdings, performance attribution, and any adjustments made in strategy