Investment Office

Provision of a full suite of investment services and solutions for HNWI investors

Provision of a full suite of investment services and solutions for HNWI investors

CORE SERVICES

Portfolio Management

Investment mandates
(active / passive)

Budgeting and ALM

Run a budgeting exercise and asset-liability management adequacy

Investment Advice

Global markets / Emerging markets /
Alternative investments

Private Investments

Research mandates /
exclusive opportunities

Portfolio Analysis

Risk reports /
optimization advice (external portfolios)

Trade Execution

Best execution using banks & market counterparties/ exclusive opportunities

Portfolio Composition

Target return vs risk and liquidity,
Risk management

Investment Follow-up

Positions / markets / countries / sectors
(updates to clients)

Currency Overlay

Put in place currency strategy and
hedging arrangements

Instrument Analysis

Broad range of investments
(by investors’ requests)

Reporting and consolidation

Customized reports. Consolidation of positions and portfolios. Book-keeping
of external portfolios

Wealth Analysis and Planning

Comprehensive balance and income analysis.
Stress-testing and
restructuring proposals

Structuring of investments

Planning / execution of investments via AMCs, securitization vehicles
and contract arrangements