|
|
 |
|
|
| Our Philosophy |
Our Mission
CRESSOT ASSET MANAGEMENT want to see the income become assets, and assets become wealth, and wealth to generate financial independence. To this end we provide a unique and truly financial service. We offer professional, independent, but above all highly personalised investment planning. We never forget that each client is an individual, with different financial goals and a different outlook on investment.
Because of this, we constantly strive to create innovative, realistic, tax-efficient solutions to match the customer's own particular financial goal, in pace with his chosen time frame.
We seek out global investment opportunities, attuned with the customer's personal attitude to investment and risk. We marry this with a keen, specialist knowledge of the tax-laws and regulations, particular to the nationality and situation of the customer.
This means detailed research into markets, stocks, currencies or funds.
Once an individual or an institution become a client of CRESSOT ASSET MANAGEMENT, we provide with the highest level of service, so the customer stays one step ahead of the game. We can provide not only with detailed statements outlining own portfolio's progress, but keep informed of changes in the market, and how this may affect.
We truly believe that knowledge is power where the markets are concerned, and that opportunities come not to those who wait, but to those fully informed of the bigger picture. Above all, we recognise the true worth of the customer's financial assets; that they represent the customer's lifestyle, his financial expectations and, more important, his future wealth and financial independence.
Creating strategic solutions
Once we have gathered enough information, we can then develop key strategic proposals to enable our customer to reach his present and future requirements. We put together an optimally diversified, time managed asset allocation. This is designed to reflect both our customer's desired investment returns and personal investment outlook. The asset allocation strategy can be made up of different types of assets, within the context of his personal financial worth. These could be bonds, stocks, capital guaranteed program, funds or alternative investment strategies or perhaps real estate investment or Islamic funds brought from Islamic banks in the Gulf countries, and over all through perhaps an offshore vehicle.
The broad range of investment opportunities available can be designed to offer both, security and secrecy on one side, and on the other side tax-efficient capital protection and enhanced income yields. They can be set-up to provide access to a wide range of global markets, specific currencies or particular sectors.
CRESSOT ASSET MANAGEMENT ensure that the customer understands the true nature of each investment vehicle, and is aware of not only expected returns, but also the level of any risks.
CRESSOT ASSET MANAGEMENT highlight any factors that may affect the customer's investments itself, and make sure these are planned for, or protected against. Above all, we remain true to the customer when developing solutions. We never forget to keep in mind his overall objectives and the ultimate result he desires from his particular strategy.
Our clients objectives
In order to know exactly how to make the customer's money work for him, we first strive to understand him. By doing this, we can build up a full and personal picture of where he is now, and where he wishes to be. In doing so, we gain a true understanding of the customer's own financial aspirations and the time frame in which he hopes to meet them. We can understand his general view of investment itself, his financial expectations, and most importantly of all, his attitude to risk. We ask the key questions to establish exactly how best to provide the means to help the customer achieve his goals.
How much does the customer wants to invest? Would this be best done in one lump sum or by periodically commitment? Are available funds fully utilised or merely sitting stagnant in a bank? Would access to funds at a later stage be a requirement? Could equities bring the higher, speedier returns the customer seeks, or would he rather sees his assets grow at a safer but slower pace? Above all, we believe that this knowledge come only from listening our clients. In turn, by understanding, we can then look beyond mere numbers, to see the bigger picture; how our customer's money can work for him.
Our client profile
Our clients include institutional and individual investors.
We have a vast wealth of experience in serving investors worldwide and because of this, our clients come from a broad range of occupations and nationalities. Because of this diversity, we never forget to treat each client as unique.
|
| |
