GOAL BASED INVESTMENT MANAGEMENT

This involves investment of the clients' resources in different asset classes such as capital and money market instruments, real estate and other investment instruments for the purpose of achieving their investment goals. Decision making on asset allocation of the clients' resources could be in conjunction with the client or at our sole discretion.

In order to invest successfully, we design a portfolio management process to ensure that your investments are managed as a spectrum of diversified investments rather than unrelated individual holdings. A MWML portfolio management mandate allows you to sit down with your relationship manager and define your investment policy. This investment policy defines your investment objectives (e.g. preservation of capital, risk tolerance, expected rate of return), constraints (e.g. clients’ values or ethics) and management style of the various asset classes contained in your portfolio. We then transform these investment policies to a tailor-made portfolio suited to your person.