We take responsibility for managing our clients' portfolio with ourdiscretionary wealth management solution
Typical clients:
- Investors who prefer to delegate investment decisions and the administration of their portfolio to Alchemy Capital's experts
Services we provide:
- Careful assessment of clients' personal circumstances and investment objectives captured in an investment policy statement (IPS)
- Development of a bespoke asset allocation and investment strategy
- Implementation, monitoring, and continuous optimisation of the defined investment strategy in consideration of the IPS and all global investment instruments
- Quarterly portfolio reviews with the client to refine decisions on asset allocation and strategy