Asset Management
Providing clients with active investment expertise and strategies across the full spectrum of asset classes
Investment & Capital Bank’s Asset Management Department provides professional investment services to its clients in a number of ways both tailored to the needs of individual clients and through funds that are able to pool the assets of different investors. By consistently keeping clients informed, focusing on risk-adjusted returns and rapidly adjusting to tactical opportunities and risks, we stand by our clients through market cycles.
Our specialized team offers
Capacity to Access Third Party Funds
The Asset Management Division oversees the bank’s open-architecture platform which gives access to dozens of third party managers, including the biggest names in the hedge fund and mutual fund industry.
The AM team is responsible for
- Identifying
- Selecting
- Screening
- Following
- Monitoring
- Providing access to
the best performing hedge funds and mutual funds in the industry
Asset Allocation Advisory
The Asset Management Division assists clients in allocating their portfolios across asset classes in accordance with their individual needs, long-term objectives and appetite for risk.
Discretionary Asset Mandates
The Asset Management Division offers Discretionary Asset Management mandates to investors who wish to rely on the bank’s expertise to manage their portfolio.
- The Discretionary Mandates are suitable for investors who prefer to delegate the management of their assets to a professional portfolio manager.
- The Asset Management Division is responsible for the investment decisions that are undertaken in a discretionary manner respecting the constraints set at the inception of the mandate.
- The bank offers four investment strategies (Conservative, Moderate, Growth, and Aggressive) in order to fulfill the needs of its clients depending on their risk appetite and financial objectives.
- The Asset Management Division also provides tailor-made discretionary mandates for specific client needs
Click here to view Discretionary Asset Management Mandates Key Facts