Portfolio Advisory
Investment Objective
If you are happy with your bank and current asset manager, we suggest that you keep both of them but if you wish a second opinion, we can review your portfolio reflecting on possible investment alternatives.
With an Advisory Global Mandate, we guide the management of a global portfolio providing you with ideas and suggested asset allocation without actually managing it. You also receive a daily review of our model portfolios.
You receive the Bentin Daily, our premium market research on a daily basis.
You also receive a continuous feed of economic and technical market updates across asset classes.
If appropriate, we also suggest ways to include alternative investments in your existing portfolio.
We review your portfolio in detail every quarter and suggest possible allocation alternatives or general recommendations.
Targeted Audience
Our Global Advisory is ideal for both institutional and private sophisticated investors wishing to tap our global markets experience without wanting the delegate the actual portfolio management to an external manager.