Wealth Management
A range of investment solutions
for different risk appetites
Wealth Management is one of the most sought-after investment solutions among our Asset Management services. Signing up to a wealth management service means allowing your assets to be managed by our professional advisors, experts who will take care of investing your money on your behalf, adhering to the risk levels established by the mandate.
Benefits of AlephFinance Wealth Management
Transparency
You can accurately track the composition, movement and returns through periodic report. For any doubt or clarification, you can contact our consultants.
Experienced Experts
You can benefit from our team of skilled professionals with a diverse background in financial markets
Personalised Solutions
We offer a wide range of Wealth Management solutions for different risk appetites, investment objectives and desired exposure to financial markets.
Diversification
You can benefit by a diverse array of investment opportunities with a broad and diverse degree of decorrelation to traditional asset classes to attain an effective diversification of your assets.
Wealth Management Team
in numbers
Thematic Investment Areas
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Collective Years of Experience
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World Economic Areas Covered
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Dedicated Quant Teams
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Dedicated Portfolio Managers
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INVESTMENT OPPORTUNITIES
You can build your own portfolio selecting from a variety of investment opportunities, strategies and model portfolios to suit your investment objective.
Expertise. Consistency.
Independence. Reputation.
DISCLAIMER: Investing involves a high degree of risk and may not be suitable for you. Please read our risk disclaimer. You may need to seek independent advice.
PORTFOLIOS & MARKET UPDATE
Our Portfolios & Market Update July 2023
Our ETFs & Funds Portfolios and Global Markets (Equities, commodities, bonds, currencies) updates.