Wealth Management
Our approach to managing significant wealth is tailor-made to each of our high-net-worth clients. At ASA Wealth, you have access to global knowledge and exclusive high-level financial services. All our solutions are bespoke, offering complete transparency and independence, aimed at consistently achieving the best results for our clients. Preserving and growing your wealth, done by those who have excelled at it for clients across generations.
Investment Management
Relying on our global knowledge and presence, we implement extensive analysis to identify investment opportunities in various markets and across all asset classes, thereby offering the best
We provide two tailored solution to manage your wealth:
Discretionary Portfolio Management
Our team will manage your portfolio comprehensively and dynamically, based on an investment strategy that meets your goals, and aligns with your risk profile and the current macroeconomic conditions, to optimize your wealth.
Investment Process
Discretionary
Portfolio
Management
Client Objectives
Understanding the client, their objectives, and constraints.
Investment Strategy
Developing a customized Investment Plan.
Investment
Structures
Outlining investment vehicles and structures.
Implementation of
the Defined Strategy
Investing in accordance with
the outlined plan, our market views,
and product analysis.
Portfolio
Monitoring
Market monitoring and portfolio repositioning according to committee analysis, macroeconomic conditions, and the client plan.
Performance Evaluation
Periodic meetings to review results generated
relative to the Investment Plan.
Advisory
For investors seeking access to exclusive products and the support of our experts. We help you make investment decisions through comprehensive product analysis and a global macroeconomic outlook, with efficiency, agility, and control during implementation.
Investment
Process
Advisory
Understanding the client
In-depth understanding of client needs, restrictions, suitability, risk profile, and objectives.
Review of the current portfolio
Analysis of the client investment portfolio: return expectations, product risks, exposure to risk factors, portfolio liquidity, diversification level, and investment vehicles.
Bringing Expert Considerations
Informing clients' portfolio strategy, considering the Macro team's forecasts and the Wealth Investment Committee's positioning.
Presentation of Investment Alternatives
We present several investment alternatives to our clients to complement their current portfolio allocation with the aim of generating portfolio efficiency and diversification. We aim for higher profitability, security, and efficiency.
Discussing Investment Strategy and Definitions
Discussion with the client to determine the best investment alternatives, based on previous conversations.
Execution
Support and guidance throughout all operational stages until the defined strategy is executed.
Monitoring and Follow-up
We will regularly monitor your portfolio, analyze its results, create and share proprietary reports, and suggest changes whenever appropriate, or when we spot suitable investment opportunities.
Assets Consolidation
We offer our clients real-time solutions that bring a consolidated and organized analytical view of their entire financial footprint, all in one place, regardless of where it is located.
EXCLUSIVE FUNDS
Professional and discretionary management, tax efficiency, estate planning and customized strategies to meet your specific needs.
MANAGED PORTFOLIOS
Selection and monitoring of fixed income and equity assets, with exposure to both local and international markets to diversify and mitigate risk through active management aimed at maximizing results.