External Asset Management

By representing our clients as their Limited Power of Attorney (LPOA), we ensure efficient coordination and consolidation of their investments. Our clients benefit from having their portfolios professionally managed and monitored by our experienced team. We provide regular updates and conduct periodic reviews to keep our clients informed about the performance and progress of their investments.

Our managed accounts offer a wide range of investment mandates that cover various asset classes, allowing for a diversified portfolio. The assets are held in our clients’ personal accounts, ensuring direct ownership and control. We also offer customization options to tailor the investment strategy to meet our clients’ specific needs and preferences.

ACI maintains collaborations with numerous banks, giving our clients the flexibility to maintain their accounts with their preferred banking institutions. We work closely with these banks to streamline the management process and ensure seamless execution of investment decisions. These collaborations also enable ACI to have access to research reports and recommendations of various private banks, as well as the ability to make informed comparisons for our clients.

Following a thorough review of our clients’ objectives, risk tolerance, time horizon, liquidity preferences, and expected returns, we develop a suitable investment strategy. Our dedicated asset management team constructs and actively manages the portfolio, making dynamic adjustments to the asset allocation based on market conditions and changes in our clients’ objectives.

At ACI, we are committed to providing personalized and proactive asset management services that align with our clients’ goals and expectations. By entrusting us with their investment portfolios, clients can benefit from our expertise, diligent oversight, and adaptability to market conditions, all while maintaining control and ownership of their assets.