Investment office

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


Portfolio Management Investment mandates (active / passive)
Trade Execution Best execution using banks and market counterparts
Investment Advice Global markets / Emerging markets / Alternative investments
Portfolio Composition Target return vs risk and liquidity
Portfolio Analysis Risk reports / optimization advice (external portfolios)
Currency Overlay Put in place currency strategy and hedging arrangements
Budgeting and ALM Run budgeting exercise and ALM adequacy
Private Investments Research mandates / exclusive opportunities
Investment Follow-up Positions / markets / countries / sectors (updates to clients)
Instrument Analysis Broad range of investments (by investors’ requests)


Reporting Customized reports; Consolidation of positions and portfolios; Book-keeping of external portfolios
Structuring Planning / execution of investments via private securitization vehicles and contract arrangements
Wealth Analysis & Planning Comprehensive balance and income analysis
Stress-testing and restructuring proposals
Agency Index rebalancing / calculation agent under private securities