Services

How do we add value?

 

cropped-D-2.png Proven skill set in investments and legal affairs has prepared our team to propose robust solutions to our clients.

 

 

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Know what you own, and know why you own it.

Peter Lynch

Customised Advisory

 

How can we add value

 

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1 Asset & Liability Modelling

 Asset & Liability Analysis;

 Investment Policy write up;

 Third Party providers selection;

 Costs Squeeze;

 Re-Structuring plan.

 

1 Risk Analysis & Valuation

 Market Risk;

 Liquidity Risk;

 Country / Credit Risk;

 Interest Rate, Currency Risk.

 

1 Wealth Structuring (through partnerships)

 Domicile / Vehicle Analysis;

 Legal & Tax consideration;

 Succession Planning;

 Nationality / Residence.

 

4 Portfolio Design & Monitoring

 Stocks;

 Bonds;

ETFs / Funds;

 Hedging Overlay.

Investment and Risk Solutions

 

How can we add value

 

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1 Security Selection

 Value, Buy-Back and Dividend Stocks;

 High Yield Bonds (EM, Sov, Corporates);

REITS;

 MLPs.

 

1 ETFs & Fund Selection

 Passive;

 Active;

 Alternatives.

 

1 Portfolio Construction

 Mean-Variance Optimisation;

 VaR based models;

 Customised Portfolios.

 

4 Risk Management

 Overlay;

 Tail Risk;

 Macro Hedge.