We draw on the resources and research of the Aadolf Finance to provide advice on all stages of the investment process, from governance and strategy through to specialist implementation and reporting. Our clients include some of the world’s wealthiest individuals, trusts, pension funds, and family offices.
Our team draws on a diverse range of professionals, including investment consultants, asset managers and financial advisers. Many of our specialists hold professionals qualifications e.g. Chartered Financial Analyst (CFA) or Chartered Accountant qualifications with international experience. Our services focus on adding tangible value to our clients.
For investors, selecting the right manager is challenging. Once appointed, managing that relationship can be time-consuming and will raise further questions – am I paying too much? Am I being exposed to the level of risk I intended? Are they doing what they said they would? Are the investments performing?.
You will benefit from our tested, proprietary methodology to quantify the relative risks associated with their exposures to improve decision-making for cash, near-cash, and fixed income investment. We ensure all clients achieve the best outcome for their specific needs, no matter the level of complexity.
Our team pulls together our knowledge on the strategies, performance, and costs being experienced by other similar investors across the industry to put in place a portfolio that is run as effectively and efficiently as possible. Here are some of the services we provide to both private and corporate investors:
Contact us today to find out more about our services and how our independent oversight can help you get the most from your investment manager