portfolio management

9
Asset Management International Asset Management Geneva London Paris Brussels Monaco Nassau

Upload: pryce-warner-international

Post on 22-Jan-2015

24 views

Category:

Business


2 download

DESCRIPTION

 

TRANSCRIPT

  • 1. Asset Management International Asset Management Geneva London Paris Brussels Monaco Nassau

2. Asset Management What are the Benefits to International Asset Management? Preserve and grow Your Capital Ensure Your Savings outpace Inflation Obtaining Real Growth on Your Portfolios Provide Regular Income as required Worldwide Global Financial Expertise Wherever You Are www.prycewarner.com 3. Asset Management About Asset Management We have an experienced in-house asset management team that carefully selects each fund that we use in our portfolios. To ensure the maximum return on investment, we also work with several professional groups of money managers. Over the past 40 years, investment performance from Pryce Warner International Group has provided clients with capital protection, solid growth and regular income. Our asset management team works closely with our financial consultants and clients to ensure that the portfolio of managed assets (available to individuals & corporations) takes advantage of the broad range of investments & investment funds available globally. Global Financial Expertise Wherever You Are www.prycewarner.com 4. Why Pryce Warner International Group? 40 Years Experience In Dealing with the Needs of Expats Throughout the World Greater Control over Your Investment Management Greater Breadth of Investment Opportunities Increased Estate Planning Opportunities Transparent Costs Clear & Concise Investment Reporting Global Financial Expertise Wherever You Are www.prycewarner.com 5. Investment Options Portfolio Investments can be tailored around your needs and circumstances Particular attention will be paid to you withdrawal requirements & the currencies required All our portfolios are Multi-Currency and Globally Diversified Freedom to Add & Remove funds as needed Global Financial Expertise Wherever You Are www.prycewarner.com 6. Our Fund Performances as at 31st December 2013 Global Financial Expertise Wherever You Are www.prycewarner.com Performances are Shown in %Annual Compound Rates of Growth See next slide for relevant fund details 7. Pryce Warner lnternational Growth Portfolio This Portfolio is a Multi-Currency Globally Diversified Equity Portfolio providing comprehensive access to markets around the world & provides a suitable structure for investors requiring regular income provision. Pryce Warner lnternational Growth & lncome Portfolio This Portfolio is a Multi-Currenry Globally Diversified Equity Portfolio providing comprehensive access to markets around the world whilst at the same time providing added focus for the regular income needs of investors. Pryce Warner lnternational Bond & lncome Portfolio This Portfolio is a Multi-Currency Globally Diversified Portfolio providing comprehensive access to Bond & lncome Producing lnvestments around the world whilst at the same time providing for the regular income needs of investors. Pryce Warner lnternational Property & lncome Portfolio This Portfolio is a Multi-Currency Globally Diversified Property Portfolio providing comprehensive access to property markets around the world. The portfolio allows complete liquidity whilst at the same time accessing & investing in the global property markets in a diversified & balanced manner. Global Financial Expertise Wherever You Are www.prycewarner.com 8. In summary We are an INDEPENDENT Consultancy Group with over 40 YEARS experience We have a PROVEN TRACK RECORD We work with the WORLDS BEST INVESTMENT MANAGERS We provide a PERSONAL SERVICE for our clients ARE YOU ON THE RIGHT TRACK FOR YOUR FINANCIAL FREEDOM & INDEPENDENCE? Global Financial Expertise Wherever You Are www.prycewarner.com 9. Asset Management International Asset Management Geneva London Paris Brussels Monaco Nassau