Advisory

Advisory

We provide our clients with up-to-date and comprehensive assessments of the investment landscape to understand the opportunities and risks of entering international capital markets. We believe each client has a different set of needs and targets, therefore we ensure a thorough understanding of each client’s profile to explore their investment objectives with us. Our flexibility and access to hundreds of fund managers with different geographies, asset classes and strategies allows us to offer customized solutions that meet and exceed their requirements supported by our integrated reporting services which are produced on a periodic basis.

We believe that communication is crucial in any successful business relationship, through that we ensure to maintain an open line of communication with each client. We take charge on behalf of our clients in all communication efforts with fund administrators to meet all regulatory requirements. In addition to that, we assist our clients in:

• Accessing key information and understand the potential impact on portfolios
• Identifying investment opportunities and positive trends
• Navigating through challenges in the market and mitigate risk
• Accessing funds closed to new investors and funds with a high minimum investment through our client accounts
• Reducing the time and effort in completing account opening tasks through multiple fund managers, compliance checks and aggregation of data for all underlying investments
• Saving on fees by providing access to institutional share classes with lower fees