A highly professional and ethical expert with more than 20 years of experience and a series of success stories. Certified in 5 regional markets.
Offering services in areas like Wealth Management, Financial Advice, Portfolio Management, Fund Engineering and Asset Allocation.
Using the following methods, tools and techniques:
1. Carefully studying your needs and requirements.
2. Building your Risk Model
3. Analysing your current assets and resources..
4. Building your investment and cash flow models.
5. Using Fundamental & Technical Analysis, sector analysis, socio-political analysis, macro analysis, Valuation Modelling and algorithmic analysis.
5. Offering new investment products and alternatives.
6. Periodic reporting
7. Performance measured against pre-agreed benchmarks and targets.
Not your usual adviser,
An outside of the box thinker
Best regards,