Our Wealth Management services are meticulously designed to leverage our team’s extensive expertise and certifications, ensuring that we provide top-tier management and advisory services. Below are the detailed aspects of our Wealth Management offerings:
Team Expertise and Certifications
- Certified Experts: Our team comprises seasoned professionals, including CFA Charterholders, who bring dedication and determination to serve our clients with utmost precision.
- Continuous Learning: Continuous professional development ensures our team remains at the forefront of industry knowledge and practices notably given our success in advanced technologies and own wealth management software.
Strategic Partnerships
- Bespoke Solutions: Established partnerships with investment management firms and boutique banks enable us to offer bespoke investment solutions tailored to individual client needs.
- Private Banking Access: We facilitate introductions to private banking services, providing clients access to premium financial products and advice and even capital for private equity or startups.
- Network Access: Utilize our extensive connections to private banks in key jurisdictions, notably Switzerland, the UK, and the US for high-net-worth individuals (HNWI) and family offices alike.
Client-Centric Approach
- Aligned Interests: As a buy-side firm, our primary focus is on aligning our interests with those of our clients. This means thorough research, diligent risk management, and suitability assessments before introducing relevant partnerships.
- Goal-Oriented: We prioritize our clients’ investment goals, risk/return profiles and circumstances ensuring that our recommendations are always in their best interests.
Traditional and Non-Traditional Investments
- Diverse Options: Advisory services for both traditional investments (equity, bonds, etc.) and non-traditional investments (private equity, real estate, fintech, and blockchain services).
Fund Administration Services
- Regulatory Compliance: Generation of required reports for licensed funds in the EU according to ESMA guidelines.
- Risk Management: Provision of comprehensive compliance and risk management services.
- Accurate Reporting: NAV calculations and reporting, ensuring accurate and timely financial reporting.
- Regulatory Liaison: Liaison with auditors to submit any required regulatory filings, ensuring compliance with all relevant regulations.
By combining our deep industry knowledge, strategic partnerships, and client-centric approach, we ensure that our Wealth Management services not only meet but exceed the expectations of our clients. Whether you are looking to invest in traditional assets, explore alternative investments, or need comprehensive reporting and compliance services, Finkit is your trusted partner in wealth management.