We have years of experience in managing sizable sums of assets. Our portfolio management services are based on the same principles used to manage the wealth of Institutional clients, High Net Worth Individuals. Long-term focus and independence stand at the core of what we do.
With a portfolio management solution you have access to the full range of Balfour Capital Group’s investment capabilities. Investment decisions are made in close collaboration between portfolio managers and our research teams. Our established investment process and philosophy build the fundamentals for a long-term investment profitability.
Together with your relationship manager we establish a strategy. Your personally assigned portfolio manager constructs, monitors and manages your portfolio according to your individual goals, needs and risk profile.