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“Individual Wealth Management” is for entrepreneurs who need help managing their surplus cash. As an affiliated broker dealer of Intercapital Asset Management, the region’s leading independent asset management firm, we offer our clients tailor-made investment strategies to help them (or their family) achieve their agreed investment goals.
The main objective of individual asset management is a tailor-made investment strategy for the entrepreneur. We carefully guide the entrepreneur (and their family members) through the process of identifying a personalised investment profile, where we define all the necessary items to successfully achieve the investment objectives over the investment horizon.
The main focus is on risk management, as the entrepreneur must not allow his/her portfolio to fluctuate significantly. This is the reason why the appropriate start-up strategies for an entrepreneur are generally balanced or defensive. Understanding the intergenerational expectations and needs of the individual entrepreneur (family) is an important factor in determining the timing component of an investment start-up. Taking into account the risk profile and the time component, the entrepreneur ultimately determines the strategic asset allocation, which also defines the target return of the investment portfolio.
In the field of investment advice, we work with financial institutions, successful entrepreneurs and high net worth individuals (professional clients) seeking professional support to grow their wealth.
Our activity is based on an approach inspired by the best practices of Multi-Family Office companies, which are already well known and highly developed abroad. We work with entrepreneurs and their families who need professional advice on managing their earned assets during their active career or after selling their business. We specialise in optimising traditional investment portfolios through the use of liquid alternative investments, using quantitative models to ensure that our clients’ investment portfolios have the optimal risk-return ratio.
We work with strategic partners to offer liquid alternative investments. Most of these strategies follow an absolute return strategy, which means that they consistently deliver positive returns irrespective of the trend of the financial markets. Their main characteristics are consistency of returns, high liquidity and non-collusion with traditional investment classes such as equities and bonds.
