Portfolio management involves an understanding of risk, market evolution and events. Our investment specialists can assist you in developing a financial plan and investment portfolio, thus helping you achieve your financial goals.
We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We continuously monitor your investments during the course of your advisory relationship with us. Our investment team will offer you broad services, including:
Active, time and decisive portfolio management
Our team can advise you on change in market conditions, thus ensuring timely adjustments to mitigate downside risks in the event of market shifts. We monitor markets actively and continuously assess your asset allocation and investment portfolio.
The team has access to a range of investment solutions that best fit your investment strategy and can negotiate attractive terms.
The team consists of highly experienced and qualified investment specialists with proven track record in asset management.
Competitive Management Fee
We offer a competitive fee structure depending on the investment strategy of the client.
SBM MAM offers a broad range of funds to meet the requirements of different investor profiles – from low risk fixed income funds to private equity. Over the years, we have developed core competencies across the full investment spectrum.
We have a consistent and proven investment process that is reflected in the performance of our managed funds. We are fully committed to meet regulatory requirements and have independent internal audit as well as risk and compliance teams that regularly monitor the investment process, due diligence, limits and offer documents.