Client’s needs differ. We take the time to get to know you and to listen carefully to your wealth planning challenges and goals.
Our concept of wealth management involves financial planning and specialist financial services. Our objective is to provide you with tailored investment management services with the goal of sustaining and growing your long term wealth.
You benefit from our extensive local and global experience, coupled with a structured advisory process which enables us to deliver tailor-made solutions in line with your investment objectives.
Your investments should reflect your personal circumstances. Some investments are designed to maximize flexibility, others are designed to maximize security or create a regular income, whilst others are high risk and suited to the more intrepid investor.
Investment Management For Institutions
We offer a full range of asset management products for institutions, foundations, endowment, families and charities. It is worth noting that over 75% of assets under management are managed on behalf of institutions.
We provide a comprehensive range of financial products as well as investment and portfolio management strategies, advice and solutions such as mutual funds, annuity portfolios (fixed and variable), asset allocation, and customized portfolios.
AXA Mansard's business extends from institutional investors to retail funds and private client fund management while its wide range of investment capabilities includes equity, bond and money market management as well as real estate investment funds.
We also offer customized short-duration fixed income strategies with the ability to run customized mandates in accordance with client risk profiles. Our equity strategies are based on fundamental research and quantitative analysis applied by experienced managers.
Our institutional investors are confident that AXA Mansard understands their unique needs. We work with them to provide the specialized, professional management required to meet and exceed their financial objectives.
Investment Management For Individuals
AXA Mansard's service for private clients is based on four key principles:
1. A focus on absolute returns
2. Access to the best fund managers
3. A proper respect for risk and
4. Excellence in reporting and communication
Our Wealth Advisors begin by asking questions about your goals, objectives, and comfortable levels of risk, they subsequently recommend products that suit your needs and preferences. Following a mutually agreed-upon plan, AXA Mansard will invest your money in stocks, money market, bonds, property or other securities on your behalf, providing regular update on the status of your investments. However, strategies might be revised as your needs or lifestyle change.
We understand that risks and returns are inextricably linked. Our team offers comprehensive risk profiling to determine clients' appetites for risk. We also assess portfolio risk to ensure that the assets we select are appropriate for your investment objectives.
The team is committed to providing the highest service levels, communicating promptly and clearly with clients. Our service to you will always feature a unique combination of global sophistication with local dedication.