Investment Management :
- Portfolio and Wealth Management
- Fund Management
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 the broad services:
- Active, time and decisive portfolio management
Our team can advise you on change in market conditions and timely adjustments mitigate downside risks in the event of market shifts. We monitor markets actively and continuously assess your asset allocation and investment portfolio.
- Investor solutions
The team has access to a range of investment solutions that can best fit your investment strategy and can negotiate attractive terms.
- Investment Expertise
The team consists of highly experienced and qualified investment specialists with track record in asset management.
- Competitive Management Fee
SBM MAM offers 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, it has developed core competencies across the full investment spectrum and structuring of funds. It has tailored portfolios for institutional and pension clients.
As a client, you can expect our investment team to take strategic and active approaches in managing your portfolios. We have a consistent and proven investment process that is reflected in the performance of our managed funds. Our fees are among the most competitive on the market and can be tailored according to your investment strategy and focus.
We are fully committed to meet regulatory requirements and have independent internal audit, risk and compliance teams that regularly monitor the investment process, due diligence, limits and offer documents. They report their findings and recommendations to the Audit and Risk Committee on a quarterly basis.