What we offer

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Discretionary Services

Entrusting us with the duty of actively managing your tailor-made portfolio

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Advisory Services

Guiding your investment decisions by virtue of our in-depth analysis of current and anticipated economic conditions

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Mutual Fund

An easy and affordable way to have your money managed (even small amounts of it) according to AssetWise’s investment approach

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Fiduciary Management

Designing and implementing a comprehensive investment strategy, so that to ensure that the institutional assets are managed in an optimal and efficient manner

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Family Office Services

Wealth management that ensures that the family wealth is managed in a way consistent with the family’s investment objectives

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Custody Options

Custody services adjusted to customer needs