Our services
Asymmetriqa offers a customised service proposition for different clients,
addressing all the necessary steps of the investment advice process.
01.
Diagnosis of the initial asset allocation situation.
02.
Preparation of a strategic asset allocation plan based on the client’s objectives.
03.
Proposal of an efficient legal structure, legal form, and jurisdiction, along with the client’s legal and tax advisors.
04.
Selection of custodian banks and other necessary financial services providers, including the negotiation of their price and service, terms and conditions.
05.
Investment advice and active oversight of the asset portfolios.
06.
Aggregated and detailed reporting by portfolio of all assets, liquid and illiquid, including analysis of returns and risks. All relevant information is gathered and presented in multi-jurisdiction, multi-custodian bank, multi-portfolio, and multi-asset views with absolute detail and full consolidation.