Asset Consultancy

Asset Consultancy

In making decisions regarding the choice of investments, investment managers and asset allocation, families and trustee boards often employ the professional unbiased advice of external asset consultants. When family members reach a certain level of investment skill and sophistication the asset consultant may step back after providing guidance on the establishment of an appropriate structure and blueprint for decision-making.

Our experienced consultant team employs detailed qualitative and quantitative tools that help us provide you with appropriate investment solutions or to provide you with informed choices about your future investment strategy and policy.

Major Domus Asset Consultant team provides its clients with expert advice in the following areas:

Investment policy , Portfolio construction, Multi-asset execution, Risk management , Investment manager assessment and selection, Investment implementation and exit , Alternative investments, Investment performance reports, Family investment education and training.

Investment Policy Advisory
Manager Search and Selection
Portfolio Reporting and Analytics