ADVISORY ASSET MANAGEMENT
Here we use the whole, or parts of, our investment process to suit the client’s specific needs and wishes. The investor will choose what markets to invest in, if some sectors or counties should be avoided, how we shall handle FX risk, etc. This can be decided by the investor alone or we can help assess how different choices affect the investors existing portfolio.
TAILORED EQUITY PORTFOLIOS
- Service is offered to high net worth individuals and institutional investors
- Client portfolios are kept at client’s custody bank
- No need for changing bank or transfer assets
- Totally transparent
- The computerized analysis via our unique process NIMS is made daily
- Any changes and reallocations will be emailed to the Client and the Clients‘ trading venue
MOVEMENT
Finding companies with better movement relative to peers.
VALUATION
Identifying undervalued companies
QUALITY
Finding high quality companies that qualify for inclusion in the portfolio