Tailored Investment Management Services
Tailored investment management services are provided by asset and wealth management companies. Some of these asset and wealth management companies offer discretionary investment management services, while others focus on Structured Deposits, portfolio strategy and implementation. If you are looking for tailored investment management services, consider contacting Kudu or Shaw and Partners.
Kudu provides asset and wealth managers with tailored investment management services
Kudu provides asset and wealth managers with tailored, risk-sharing investment management services. Its services include investment management, risk capital, and other business services. Its portfolio of services covers asset classes ranging from credit risk to management buyouts. Its investment management services help asset managers with a variety of issues, including generational ownership transfers, acquisition and growth finance, and liquidity for legacy partners.
The US-based Kudu Investment Management has acquired a minority stake in GenTrust, an investment adviser founded in 2011. GenTrust provides asset and wealth managers with tailored investment management solutions for institutions and registered investment advisers worldwide. It employs 33 people and has offices in New York, Miami, and Puerto Rico.
Kudu was founded by Ross Cockrell and Tony Schell, who are both former investors in Escalate Capital Partners. The company invests in later-stage companies in healthcare, technology, and software. Its investment portfolio includes over 100 companies and has raised over $850 million from investors. Kudu is backed by White Mountains Insurance Group, Ltd. and MassMutual. Kudu also provides permanent capital solutions for independent asset managers around the world.
Shaw and Partners offers discretionary investment management
Whether you’re a first-time investor or looking for an experienced investment manager to manage your investments, Shaw and Partners can help you make smart decisions about your money. Their model portfolios provide the disciplined, consistent investment management that you need. They also offer Shaw Managed Accounts, which give you beneficial ownership of your portfolio and offer online portfolio management.
These services are designed for high-net-worth individuals and institutions. The minimum investment amount for discretionary accounts is typically $250,000, and the investment manager will choose an investment strategy that meets the client’s risk tolerance and investment objectives. Discretionary investment managers may purchase stocks, bonds, ETFs, or financial derivatives, depending on their clients’ investment objectives.
These services are offered by a team of experienced professionals with a variety of backgrounds and experience. Shaw and Partners’ private client advisers work as institutional sales and trading specialists, market-leading research analysts, and strategic corporate financiers. These specialists specialize in a variety of investment opportunities, from mergers and acquisitions to private equity transactions.
Oppenheimer Asset Management offers portfolio strategy and implementation
Oppenheimer Asset Management is an institutional asset management firm that provides unbiased advice to meet your financial goals. The firm has over 50 years of experience and $28 billion in assets under management. The firm also provides support to Financial Professionals. The firm’s team of portfolio managers and analysts has a diverse range of experience.
Oppenheimer has recently implemented an enhanced platform to improve client satisfaction. The platform, known as Investor Gateway, uses behavioral science to map the client’s journey and enhances the relationship between the firm and the client. Clients can sign up for new accounts using the Investor Gateway and access the platform’s tools. The platform also stores client information, maps the client journey, and provides a platform to track account activity.
The company is known for its global multi-asset approach to investing. One of its flagship funds, the Oppenheimer Global Multi-Asset Growth Fund, invests across asset classes to reduce volatility and downside risk. The fund is co-managed by Dokyoung Lee, Alessio de Longis, and Benjamin Rockmuller.
Oppenheimer Asset Management offers Structured Deposits
Oppenheimer Asset Management is an investment management firm with 50 years of experience. Its portfolios hold over $28 billion in assets and offers financial professionals guidance and strategies for investment success. To learn more, visit the Oppenheimer Asset Management website. You can also visit the company’s local branches, or schedule an appointment online.
Oppenheimer Asset Management is a fee-based financial advisory firm with 50 branches throughout the country. Its advisors are certified financial planners and chartered financial analysts. The firm works with a wide range of clients, from individuals to businesses. Its services include asset management, investment advisory services, and wrap fee services.
Oppenheimer Asset Management’s advisors invest in a variety of assets through multiple models. They do not follow a single broad investment philosophy, instead focusing on bottom-up portfolio construction and balanced asset allocation. They also look for securities that are undervalued. They consider risk/reward ratios, indenture covenants, and industry analysis.
