Wealth Management
In line with International Agreements signed between Inventure Group and 6 Global banks in Switzerland, France, Germany, and the UK, our wealth planning process is geared toward building performance-oriented portfolios around client’s needs.
Needs Assessment
To be successful, your portfolio should reflect your situation and goals. Our assessment evaluates income sources, lifestyle expenditures, potential business ventures and charitable and wealth transfer goals to develop a comprehensive picture.
Asset Allocation
Your asset allocation strategy will recommend a percentage-mix of equities, fixed income and, if appropriate, alternative investments, designed to help you reach your goals while respecting your tolerance for portfolio volatility.
Asset & Wealth Management Strategy Recommendation
We evaluate the approaches and investment styles of each of our portfolio managers, recommending a selection of managers that we believe will produce an appropriate balance of risk and reward.
We work in collaboration with Leading Global Wealth Management firm on need to basis, to promote jointly a genuinely superior service to private clients right across the investment spectrum.
Our Investment Planning Services include:
- Global Wealth Management Strategy
- Investment Strategy / Risk tolerance
- Asset Allocation- Monitoring and Controlling
- Portfolio Manager Selection & Oversight
- Performance Analytics
- Mortgages
- Financial Planning
- Tax Planning Financial Accounting & Administration
- Consolidated Net Worth
- Performance Reporting
- Consolidated Accounting
- Budgeting
- Cash Flow and Bill Paying
- Supervising of Property Management
- Supervising of Trust Administration and Foundation
- Administration
- Insurance Placement and Monitoring
- Administrative Services
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