Investment Advisory Services are designed for managing discretionary or non-discretionary portfolios for both institutional and High Net-Worth Individuals (HNWIs) clients and include the business of advising others as to the value of securities or as to the advisability of investing in, purchasing or selling of securities.
Atlas Asset Management Limited believes that each investor is unique and requires a different portfolio allocation depending on their individual liquidity requirements, return expectations, risk appetite and investment horizon.
We will steer you towards your most valued financial goals; capital preservation, capital growth/appreciation, and/or regular income or any particular target return on investments that you wish to achieve. Your portfolio of investments and the asset allocation will be custom-made according to your needs and requirements.
The choice is yours: You can delegate your investment decisions and portfolio monitoring to us or we can over you support in making investment decisions. In doing so, we over you reliable guidance as you navigate the world of the financial markets. We recognize developments, weigh up opportunities and risks and keep them on our radar at all times.
DISCRETIONARY PORTFOLIO MANAGEMENT
Your portfolio – steered by us
Professional portfolio management
Your investments will be managed by our professional Portfolio Management Team. They’ll utilize some of the best research and capabilities to help you achieve your financial ambitions. Portfolio management will be driven by the client’s investment objective, permissible instrument choices, asset allocation and risk profile.
More time for you
A convenient, low-maintenance solution – in line with your financial objectives. This approach allows you to concentrate on your business and personal needs, confident in the knowledge that your assets are being expertly managed.
NON-DISCRETIONARY PORTFOLIO MANAGEMENT
Your portfolio – executed by us
Drive your own portfolio
For those clients who wish to enjoy a greater degree of participation in the management of their investments, we offer the non-discretionary investment management service whereby we contact clients to advise and discuss investment matters. No transactions are carried out without the client’s approval.
Ease of execution
You can execute trades through our Portfolio Management Team.
Your decisions – with our expert support and recommendations
Advice to suit you
Our Portfolio Management Team will consider your experience, ambitions, personal circumstances and risk profile, and tailor their advice accordingly. Once they’ve discussed their recommendations with you in detail, any final decisions will be down to you.
Resources and Capabilities
You’ll be kept abreast of the latest trends and themes – and our Portfolio Management Team will make sure you’re alerted of any opportunities that arise. And, while the decisions are always down to you, our Portfolio Management Team will support you with regular updates, reports and recommendations.
Our way of working is designed to help you reach your financial goals. You work with us to define your objectives; your expectations, the limits to be met and the risks to be avoided.
Your work is then done. But it’s when ours really starts. Our Investment Advisory Services operate within a framework you determine and utilizes our strong investment experience to identify the best investments for you.
Information-gathering and in-depth discussions give us a clear understanding of your liquidity requirements,
return expectation, risk appetite and investment horizon.
A formal re-cap of our understanding of your financial priorities, needs and opportunities ensures that we are
We work as a team to develop integrated, comprehensive and customized financial solutions.
The solutions along with clear recommendations and action plans, are shared with clients.
We follow through to ensure timely implementation of all solutions you have agreed to.
Ongoing Management & Review
We contact you regularly to discuss your progress, review any changes to your situation and implement
changes as required.
- Opportunity for portfolio customization as per client’s investment objectives.
- Access to professional, experienced and qualified portfolio management team.
- Dynamic asset allocation which allows you to take advantage of emerging opportunities and manage risk.Transparency of portfolio holdings and transactions.
- Client engagement and trust.
- Portfolio monitoring & oversight.