Asset Management

Advisory Portfolio Management

Advisory relationships are mandates whereby Nevastar can only act with the client’s specific approval for each transaction.

The main characteristics of these mandates are:

  • Access to a team of professional investors to provide advice on asset allocation, currency exposure and selection of investment vehicles
  • Client remains in charge of final investment decisions
  • Mandates fully tailored to the clients’ objectives and profile
  • Independent and fully transparent reporting
  • “4 eyes” approach: checks and reconciliation of all portfolio positions and cash balances with the custodian bank
  • State-of-the-art portfolio management system with real-time portfolio monitoring
  • Institutional investment platform