Tailored portfolio structuring and direct advisory access — mandated to our specialists, or directed independently with our senior advisors at your side.
Understanding a client’s full financial picture is vital in determining three key characteristics of a portfolio:
Ultimately, client requirements filter into two main categories: those who seek to maximise their returns (for example, a UHNWI building a portfolio to suit their risk/return preferences), and those who need their investments to match their liabilities (for example, a fund aiming to align assets and liabilities, or minimise mismatches as far as possible). Either way, HELMS portfolio managers can help identify and structure a portfolio tailored specifically to your financial goals and needs.
Alongside the extensive know-how of our specialists, clients also benefit from the personalised advice and service we offer, geared towards effective, bespoke investment solutions. This is possible due to the nature of HELMS as an organisation — we ensure short decision paths and close working relationships across all of our business partners and network. With a portfolio management mandate, clients delegate important investment decisions to HELMS specialists, who keep client success at the centre of every decision.
For experienced clients who are more familiar with the workings of the market and wish to direct the overall allocation of their portfolio independently, our Wealth & Asset Management teams offer direct access to our senior advisors and experts. This allows you to discuss investment opportunities with our specialists, while the final decision on your investments remains entirely yours, at your discretion.
With our advisory mandate, you get preferential access to our professionals to discuss and analyse investment opportunities. A team of consultants is at your disposal to support your choices and answer your questions at any stage. You can also request analysis of your current portfolio, to make it easier to understand and identify the risks involved.