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Wealth Management

Our Wealth Management service focuses on financial planning and providing clients with
optimal returns on their assets and investments. We consult closely with the client to understand their
investment philosophy, trajectory and returns expectation
aligning with this via investing in asset classes that meets the clients needs and objectives.

OUR APPROACH

  • We develop a bespoke Wealth Management strategy for each client
    based on their needs, objectives and expectations.
  • We present our clients with a variety of options advising them on our optimal and preferred option. Our extensive spread of partners across financial services support our ability to deliver superior results.

FEATURES

  • Bespoke financial planning and management
  • Periodic plan and portfolio review
  • Periodic risk assessment
  • Dedicated relationship manager
  • Weekly reports on portfolio performance.

Portfolio management

We leverage on a broad range of asset classes, through which we create bespoke
portfolios which offers clients an opportunity to earn attractive returns whilst minimizing risk.
Our strong research capabilities affords us the opportunity to identify unique market opportunities
that ensure return on our client’s portfolio is maximized.

OUR APPROACH

  • We ensure a portfolio that takes into cognizance client’s risk tolerance,
    time horizon and return expectations ensuring that the investment objective of the client is achieved.
  • Our Investment Banking and Securities trading business ensures that we are close to the market and abreast
    of opportunities that guarantees optimal return on investment.
    This is brought to the fore in our portfolio management

FEATURES and Benefits

  • Customized Investment Portfolio in line with your objectives and risk-reward preferences.
  • Freedom to specify your preferred asset allocation.
  • Periodical review of Portfolio Performance.

Collective Investment

Our Collective Investment Schemes (CIS) is a vehicle via which
we pool the funds of our clients to invest in a variety of asset classes including stocks,
bonds, money market securities,
real estate or some combination of these asset classes.

OUR APPROACH

  • The client’s/investor’s contributions into the mutual funds are invested and managed on their
    behalf by investment managers
  • Each fund has an investment threshold and can either be close or open ended
  • The funds have independent trustees and an investment committee that ensure adherence
    with the trust deed and fund’s investment policy

FEATURES and Benefits

  • CIS are either open-ended or closed-ended.
  • The collective investment schemes could also be dollar denominated.
  • The investment allocation of the fund is a determinant of its risk profile.
  • Public CIS are typically more liquid than private ones.

Wealth Management

Our Wealth Management service focuses on financial planning and providing clients with optimal returns on their assets and investments. We consult closely with the client to understand their investment philosophy, trajectory and returns expectation aligning with this via investing in asset classes that meets the clients needs and objectives.

OUR APPROACH

    • We develop a bespoke Wealth Management strategy for each client based on their needs, objectives and expectations.
    • We present our clients with a variety of options advising them on our optimal and preferred option. Our extensive spread of partners across financial services support our ability to deliver superior results.

FEATURES

    • Bespoke financial planning and management
    • Periodic plan and portfolio review
    • Periodic risk assessment
    • Dedicated relationship manager
    • Weekly reports on portfolio performance.

Portfolio management

We leverage on a broad range of asset classes, through which we create bespoke
portfolios which offers clients an opportunity to earn attractive returns whilst minimising risk.
Our strong research capabilities affords us the opportunity to identify unique market opportunities
that ensure return on our client’s portfolio is maximised.

OUR APPROACH

    • We ensure a portfolio that takes into cognisance client’s risk tolerance,
      time horizon and return expectations ensuring that the investment objective of the client is achieved.
    • Our Investment Banking and Securities trading business ensures that we are close to the market and abreast of opportunities that guarantees optimal return on investment.
      This is brought to the fore in our portfolio management

FEATURES and Benefits

    • Customised Investment Portfolio in line with your objectives and risk-reward preferences.
    • Freedom to specify your preferred asset allocation.
    • Periodical review of Portfolio Performance.

Collective Investment

Our Collective Investment Schemes (CIS) is a vehicle via which
we pool the funds of our clients to invest in a variety of asset classes including stocks, bonds, money market securities, real estate or some combination of these asset classes.

OUR APPROACH

    • The client’s/investor’s contributions into the mutual funds are invested and managed on their behalf by investment managers
    • Each fund has an investment threshold and can either be close or open ended.
    • The funds have independent trustees and an investment committee that ensure adherence with the trust deed and fund’s investment policy

FEATURES and Benefits

    • CIS are either open-ended or closed-ended.
    • The collective investment schemes could also be dollar denominated.
    • The investment allocation of the fund is a determinant of its risk profile.
    • Public CIS are typically more liquid than private ones.

Financial Management

We offer financial management and investment advisory services
to ensure they manage their personal finances optimally taking into cognisance their age, income and plans. This is with a view to ensuring that our clients remain
financially independent and liquid as they grow, retire or approach retirement.

OUR APPROACH

  • At AVA GAM, we work for our clients as we would for our own family and aim
    to build lasting, meaningful relationships based on trust, integrity and superior client service.
  • We adopt a one-customer-one-investment manager approach to provide bespoke financial management services to our
    universe of clients to allow them optimize their income and financial capabilities.

FEATURES and Benefits

  • Relationship management.
  • Market analysis updates and reports.
  • Evaluation of existing investment portfolios.
  • Portfolio rebalancing.
  • Expert Advice.