Managing your wealth in line with your objectives

The management of your investments is too important to be left for when you have a spare moment. If your wealth is to grow successfully you need the help Indian Ocean Asset Management.  The financial markets are constantly changing; keeping track of what is happening and understanding the consensus is not a simple task.  Investors do not always have the time to devote to following developments in the financial markets. And those who are often away or pursuing other interests find it easier and reassuring to rely on professional asset management expertise.  Forming a partnership with us can pay dividends.

Investors are often offered a choice of services;

Discretionary Asset Management is part of a process in which investment decisions are guided by the investment strategy previously agreed with you.   Essentially, once a strategy has been agreed upon, Indian Ocean Asset Management will manage your portfolio within the agreed mandate.

Advisory Service is where an expert recommends investments to you but you must agree each and every portfolios change and investment.  Unfortunately, the experts will have no liability for poor advice and equally have no incentive for on-going review of your objectives and risk profile.  This is not an area in which we operate.

Execution-Only Servicses are where you, the client, make all decisions without any guidance.  We only offer this to existing clients and only within a portfolio-wide discretionary mandate.

As mentioned above, Indian Ocean Asset Management specialises in the management of domestic and international investment solutions for both individual and corporate clients.  Our dedication to portfolio management provides a purposeful approach to achieving superior investment results.

A  Multi-Manager Approach

It has been proved that no single investment company or portfolio manager can be a top performer in respect of every geographic region or different types of asset classes. We, therefore, implement an evolution of the multi-manager approach to an investment portfolio, using specialist managers for the various investment disciplines alongside discrete investments in individual securities where applicable

The advantage of this approach is the fact that investment funds will be exposed to the investment styles, strategies and views of different top investment specialists. This considerably reduces the risk profile of an investment portfolio because, should one portfolio manager read the market incorrectly, it would not have a negative effect on the entire portfolio.

Such diversification served our clients extremely well during the credit crisis of 2008 and 2009 when even the most seasoned managers potentially faced exogenous risks.  Not “having all your eggs in one basket” reduced overall portfolio risk.

Our Service – Our Core Service

A Tailor Made Service
Although we provide our services to a wide variety of clients they generally fall into four many categories; to each we offer tailor-made solutions.

Private Clients	Click here for further information
Introducers & Intermediaries	Click here for further information
Trustees & Administrators	Click here for further information
Fund Managers	Click here for further information

Further Information

We welcome any questions you may have on our discretionary fund management or other services.

Our full contact details can be found by clicking here.