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A collaborative process, where we understand your financial objectives and provide well thought out, actionable advice through our portfolio recommendations.
Our experience, expertise and global reach, ensure that we have a range of solutions to match every client aspiration. We adopt a detailed and systematic approach to build robust portfolios that can navigate financial markets and deliver long term value to every client.
• Choice of discretionary or advisory mandates
• Flexible fee models
• Active and dynamic portfolio management
• Dedicated resources to engage with the Family Office
• Monthly Investment Committee participation
• Quarterly review with the Management Committee
• Curated actionable investment advice via our open-architecture research platform
• Tailor-made investment solutions in line with the unique objectives of the family office
• Active Advisory Process to stay in touch with changing and challenging market conditions
• Diversify across custodians and product providers
• Optimize portfolio costs, returns, and LTVs on investment
• Best execution through price discovery across providers
• In-house idea generation
• Creation of fund vehicles for multiple clients to invest in specific strategies
• Provide technology solutions for clients to view their international portfolios
A team of relationship managers that maintain close engagement with you, supported by a high ratio of investment advisory & research team located across countries, bringing expertise from around the world.
Our goals are aligned to yours. Our recommendations are guided solely by your portfolio
objectives.
Solutions that are tailor-made for your wealth objectives.
Our duty is to ensure the best execution possible for your trades.
• Income Generation
• Portfolio Growth
• Wealth Preservation
• Risk Tolerance
• Strategic Asset Allocation
• Geographies/ Sectors/ Products
• Leverage Decision
• Strategic vs Tactical mix
• Risk Management Strategy
• CIO Market Outlook
• Curated Research
• Provider Selection
• Watching for market movements as well as changes in your needs
• Detailed Portfolio Review
• Performance Attribution vs Objectives
• Monitor Market Event Impact
• Investment Grade / High Yield
• Developed Market / Emerging Market
• Senior / Subordinated
• Gov Secs / Corporate Bonds / Financials
• Fixed Income Funds
• Curated Core Equity List
• Sectoral Opportunities
• Equity Funds
• Major Index Baskets
• Sectoral Baskets
• Tailored Option Driven Payoffs
• Volatility Trading
• Event Linked Opportunities
• Accumulators / Decumulators
• Index Linked Baskets
• Sectoral Baskets
• Diversified Baskets
• Notes on Itraxx Indices
• Notes on Individual Issuers
• Deposits
• Dual Currency Deposits
• Gold Linked Deposits
• Short Tenor Minimum Coupon Strategies
• Major Currency FX Option Trading
• Premium Generating Strategies
• Accumulators / Decumulators
• Loan Cost Optimisation
• Portfolio Currency Hedging
• Private Equity Opportunities
• Private Credit
• Real Estate Funds
• Life
• Business
Jupiter Wealth Advisors Limited