Investment Services

Investment Strategy
Development of  investment guidance

• Independent and unbiased investment advice
• Investment idea generation
• Focus on communication and implementation
   

Portfolio Management
Client-tailored discretionary mandates

• Asset allocation mandates across five different investment horizons and risk profiles
• Equity mandates: Global, Asia, Dividend yield
• Personalized solutions: transparent trading, security restrictions, currency hedging

Investment Advisory
Market-driven capital markets focus

• Target to benefit from short- and long-term strategic and tactical opportunities
• Specialists covering: foreign exchange, stocks, bonds, structured products, technical analysis
• Development of model portfolios for guidance to Portfolio Management, Portfolio Advisory and clients

Portfolio Advisory
Client facing, asset allocation service

• Target to benefit from long-term planning; provide investment solutions within the context of total portfolios
• Product coverage includes traditional and alternative products e.g. managed funds (including hedge funds), Portfolio Management, ETFs with capital market products as secondary tools

Managed Solutions
In-house- and third-party fund research (traditional and alternative)

• Identify outstanding and “boutique” managers / funds
• Partnership with Princely Portfolio manager selection team
• Active guidance to Portfolio Management and Portfolio Advisory