We understand that more and more investors are shifting to alternative investments in order to boost returns, generate regular income, and provide diversification from traditional investments.
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The world of finance is complex and intricate.
Get a team who are able to help you navigate any situation.
individuals and institutional investors
opportunities are reviewed every year
of our customers have been recommended by existing customers
We source, identify and analyse over 30 investment opportunities each year. After a careful due diligence, we select only 4 to 5 investment opportunities per year – the ones which will provide the best benefits to our clients.
We provide a quarterly letter which is sent to a list of qualified investors, so that they can select which opportunity fits their needs and objectives the best.
Each investor is entitled to a 30-minute free educational session to teach them about different types of instruments, their benefits, and their limits.
Our back-office team will take care of the administrative work in order to facilitate investors’ investment processes.
Alternative assets typically refer to investments that fall outside of the traditional asset classes commonly accessed by most investors, such as stocks, bonds, or cash investments.
Among them
Our primary objective when performing a due diligence is to answer four basic questions:
The initial screening consists of identifying investment opportunities which are aligned with our investors’ expectations and preferences.
This means comparing the yield with the market, assessing how this particular investment is better or worse than others and how worthy it is to invest in.
We will answer the question of how this investment opportunity can be a fit to investors’ portfolios and what it brings to investors’ asset allocations.
We will confirm basic facts, such as period of existence, organizational and legal forms, legal address, paid-up capital, and so on.
Credit rating reliability is set by rating agencies, evaluating a variety of factors. When available, we will review the credit rating.
We will assess how the investment opportunity is protecting investors’ interests. We will identify factors at risks and how the company is mitigating these risks, and we will assess different scenarios under which the investment may reach
its objective.
We will review the financial analysis performed by auditors.
Whenever necessary, we will request a legal opinion from a law firm. A law firm may, for example, examine the structure of the investment and issue a legal opinion that describes whether the transaction is legally structured, and which types
of investors may purchase it.
We will organize a face-to-face / online meeting with the firm‘s management.
We will constantly be monitoring the investment offer through news, reports and market ratios and return expectations. Whenever necessary, rebalancing may be suggested.
Do you want to find yield in a low yield environment?
