Assets and Investments Advisory
As an investor, you may engage an investment firm to execute your transactions while you act in the advisory role. This transaction approach though rich in choice is also a time intensive process requiring detailed follow up on the various asset classes and the products
Our Take
In a transaction model, your portfolio has to be consistently balanced evaluating risk and return for every product. This is only achievable when thorough research of funds managed is made. We, as your advisors, not only understand you as an investor but also tailor investment solutions to suit your needs. We have extensive experience in;
Asset Advisory Role
Wealth management has evolved from a limited role, which is opportunistic and event-driven to that of a more structured diversified and planned science. The services provided as a par to this science is the Asset Advisory Services.The main characteristics of the Assets Advisory Services we offer are:
Transparent Advice:
We do this by allowing a broad portfolio view with no bias regarding any product or manufacturer.
Asset-Goal Planning:
It allows us to bring in the necessary discipline to make asset allocation work helping you plan for clear goals and ambitions.
Asset Advisory Proposition
Our team is objective and independent and consequently, we are able to provide significant value to our audit and assurance clients.
Alignment of Interest:
Where firms offer complete alignment of interest, driven by prudential limits set on exposure to funding houses, manufacturers, product lines.
Planning and Profiling:
Understanding your goals and what you require enables your advisor to put in place and implement a plan to match your requirements.
Fee-Based Model:
A viable commercial structure, including a fee model based on assets under advice that also aims to reduce transaction overheads.
Expertise :
With the involvement of sophisticated models and tools ratified by the views of a best-in-industry expert, you can leverage process expertise.
Research Capabilities:
Enabled with access to a range of products across asset classes and providers, you will be recommended products that are duly researched, analyzed, and short-listed based on true open architecture.
