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ASA WEALTH

By invitation only

Our approach to managing significant wealth is tailor-made to each of our high-net-worth clients. At ASA Wealth, you have access to global knowledge and exclusive high-level financial services. All our solutions are bespoke, offering complete transparency and independence, aimed at consistently achievieving the best results for our clients. Preserving and growing your wealth, done by those who have excelled at it for clients across generations.

Investment Management

Relying on our global knowledge and presence, we implement extensive analysis to identify investment opportunities in various markets and across all asset classes, thereby offering the best

We provide two tailored solution to manage your wealth:

Discretionary Portfolio Management
Our team will manage your portfolio comprehensively and dynamically, based on an investment strategy that meets your goals, and aligns with your risk profile and the current macroeconomic conditions, to optimize your wealth.

Investment Process
Discretionary
Portfolio
Management

Client Objectives

Understanding the client, their objectives, and constraints.

Client Objectives

Investment
Strategy

Developing a customized
Investment Plan.

Investment Strategy

Investment
Structures

Outlining investment vehicles and structures.

Investment Structures

Implementation of
the Defined Strategy

Investing in accordance with
the outlined plan, our market views,
and product analysis.

Implementation of the Defined Strategy

Portfolio
Monitoring

Market monitoring
and portfolio repositioning
according to committee analysis,
macroeconomic conditions,
and the client plan.

Portfolio Monitoring

Performance Evaluation

Periodic meetings to review results generated
relative to the Investment Plan.

Performance Evaluation

Advisory
For investors seeking access to exclusive products and the support of our experts. We help you make investment decisions through comprehensive product analysis and a global macroeconomic outlook, with efficiency, agility, and control during implementation.

Investment
Process
Advisory

Understanding the client

In-depth understanding of client needs,
restrictions, suitability, risk profile, and objectives.

Understanding the client

Review
of the current
portfolio

Analysis of the client
investment portfolio:
return expectations, product risks,
exposure to risk factors,
portfolio liquidity,
diversification level,
and investment vehicles.

Review of the current portfolio

Bringing Expert Considerations

Informing clients' portfolio strategy, considering the Macro team's forecasts and the Wealth Investment Committee's positioning.

Bringing Expert Considerations

Presentation of Investment Alternatives

We present several investment alternatives to our clients to complement their current portfolio allocation with the aim of generating portfolio efficiency and diversification. We aim for higher profitability, security, and efficiency.

Presentation of Investment Alternatives

Discussing
Investment
Strategy
and Definitions

Discussion with the client
to determine the best investment
alternatives, based
on previous conversations.

Discussing Investment Strategy and Definitions

Execution

Support and guidance throughout all operational stages until the defined strategy is executed.

Execution

Monitoring and Follow-up

We will regularly monitor your portfolio, analyze its results, create and share proprietary reports, and suggest changes whenever appropriate, or when we spot suitable investment opportunities.

Monitoring and Follow-up

Assets Consolidation

We offer our clients real-time solutions that bring a consolidated and organized analytical view of their entire financial footprint, all in one place, regardless of where it is located.

Wealth Planning

Our experts will assist in defining the best corporate structure for your wealth, focusing on generating greater tax optimization, and succession planning.

Loans

Customized credit line solutions to meet the diverse needs of our clients.

Lombard Loans

Provision of funds for clients who want to leverage their investments and seize market opportunities by using their assets as collateral while preserving their portfolio.

Structured CreditCapital Markets:

We provide the best structure for raising funds for the client, through lines of credit or accessing the capital markets, using various instruments such as Debentures, Commercial Notes, CRIs, CRAs, and more, allowing clients to invest, increase liquidity, acquire assets, manage receivables, and optimize their debt profile.

Banking

The high-end solution in financial services for your everyday needs,
offering exclusive products and services with ASA excellence.

why ASA WEALTH?

Experience

We value a unique experience with personalized and straightforward service to deliver tailored solutions and services.

Performance

Strategic vision and action aimed at turning all opportunities into returns.

Reliability

Credibility and tradition in financial markets with the commitment to building long-term partnerships and preserving our client's wealth in the present and for generations to come.

Want to learn more
about us?

Your wealth is managed by a team of experts who have generations of experience successfully
investing independently and transparently. Share your information and we will be in touch.

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