Painting is an art. The painter must know not only the basic colours but also the mixing ratio with which each hue of a particular colour may be created. Since colour ranges are infinite, perfect work requires experience and creativity. When it comes to financial planning, tasks of the wealth manager are very similar to those of an artist. We need to know a broad range of investment assets, we need to know the risks associated with each instrument, and we must create a unique, optimised and long-term strategy that represents a persistent value for our Clients. However, while it may not be an artist’s primary objective to know the needs of the audience, it is of utmost importance for us. Completing a questionnaire cannot provide us all the information about our Clients’, nor does it reveal what taxation, legal and wealth structure aspect we must take into account while making the right decisions. This requires several discussions and meticulous work.
We can only provide our Clients with the portfolio allocation that may efficiently support their financial goals if we can do the preparatory work together.
Managing investments is the core service of the Wealth Office. Diversified investment portfolios are created in accordance with our Clients’ risk profile, yield expectation & private goals. Portfolio management is carried out considering our Clients’ and their companies’ unique goals.
The Wealth Office is more than just an investment service. We do not focus on sales of certain investment instruments; instead, we aim to create an efficient portfolio based on our Clients’ needs and keep it working. We believe that various private goals need different solutions, therefore complex and personalised wealth planning along with global presence constitute our service’s basic criteria.
Our Clients create value – we preserve & increase it for generations! Our experienced and well-prepared experts help our Clients and their families and companies to achieve their investment goals by creating portfolios performing efficiently, adapted to our Clients’ unique needs.
Our applied strategies combine fundamental approach, technical analysis and an event-oriented approach to which an algorithmic strategy based on mathematical models is also applied. Our goal is that our Clients using our wealth management services as private individuals or legal entities always know we are working to achieve their financial goals, and we regularly inform them about the fulfilment of these. As an independent asset management company, we do not offer products but aspire to preserve & increase the wealth our Clients have entrusted us to manage.
