Investment Management Service
for Corporate Clients
We have been providing asset management services and financial advice to our corporate clients for over 10 years. Our long-term success is built upon a strong risk culture. For our discretionary portfolios, we apply sophisticated risk models to focus on both market and liquidity risks. For our advisory and fund selection service, we independently assess the fund managers risk profile and pay particular attention to their risk management skills in our due diligence.
Asset Allocation
We provide bespoke solutions, not off-the-shelf product. We have developed a set of unique investment screening criteria.
Pension Advisory
We provide pension advice on Auto-enrolment, Additional Group Pension Scheme and Personal Pension Scheme.
Insurance Consulting
We provide group life insurance and group private medical insurance advice for corporate clients.