SERVICES
Investment managing services represent the heart of Wealthyard Capital Ltd’s operations: our core activities revolve around the two main areas of wealth preservation and wealth creation. We personally assist our Clients serving their specific financial needs, offering them tailor-made and integrated services to protect and groom their individual wealth components. Devoted to secure operations and investments that are kept transparent, long-lasting and safe, we constantly ensure that the highest level of commitment, skill, diligence and innovation are brought into every relationship.
MODUS OPERANDI
Solutions are tailored with care and respect around the Clients’ individuality, innately loyal to their needs and requirements, carried out with transparency and in confidentiality, backed up by integrated and comprehensive monitoring, administration and reporting, maximum supervision and uncompromising principles. Whenever the task may exceed the company purpose and solely upon prior agreement with the Clients, we call into action our own extraordinary dedicated network of close reliable partners and affiliates to coordinate and operate any detail or aspect necessary together.
What to expect
WEALTH MANAGEMENT
We aim at thoroughly understanding our Clients’ individual financial situation: their financial goals, immediate needs, longer-term lifestyle aspirations, philanthropic commitment and legacy visions. In full light of their timeframe and risk tolerance, our mission is to build, manage, preserve and transfer wealth, ensuring and securing it through long-term, low-risk, carefully selected and monitored solutions.
Amongst others, our core activity fields include:
-
Wealth
Preservation -
Comprehensive
Financial Planning -
Portfolio
Diversification -
Wealth
Structuring -
Wealth
Coordination -
Management of
mobile assets
ASSET MANAGEMENT
For our small and eclectic circle of Clients, we identify, select and combine different asset classes within a wide and attractive span of asset allocation, driven by the constant intent of optimizing the relationship between risk and return. In the area of wealth creation, we particularly focus on alternative and direct investments as well as tactical asset allocation.
Our fields of expertise include services such as:
- Investment advisory
- Foreign exchange
- Management of alternative investment assets
- Private equity investor
- Senior loans & peer to peer financing
- Paymets for third parties
- Precious metals handling
