Best return and risk strategies
Scaled to investors and tailor made
We don't hold our clients' money but we work alongside their depositary banks to ensure they get the most out of their assets. Whether you prefer to have your portfolio managed or take your investment decisions and seek for advice, you choose the solution that fits you best. We take care of the rest.
A comprehensive approach to achieve your investment goals
We are running four standard investment portfolios, with risk-return profiles set to match differing levels of risk appetite. In every case, our target is to maintain the credit and risk profile of a chosen investment benchmark but delivering, in comparison, superior returns.
WieldMore’s investment team regularly reviews the market and initiates timely rebalancing of our portfolios so they remain in line with their objectives in the changing environment.
The WieldMore model portfolios are completely independent, not tied to a specific fund manager or bank. Well suited for advisers and investors seeking diversification.
Optimal Risk-Return Strategies
Advised and discretionary portfolios
Constructed to meet your objectives, your portfolio is based on our relative value analysis and fundamental research, underpinned by our profound expertise in global equity and bond markets. To achieve this, a dedicated adviser will help you identify your objectives, goals and risk appetite.
We combine highly liquid securities with electronically traded market instruments including derivatives and Exchange Traded Funds in a multi-layered investment process to create the most appropriate and suitable portfolio for you.
We regularly keep in touch with you to ensure our strategy remains suitable and any key changes to your personal or financial situation are reflected in your portfolio. We also keep you up-to-date with regular, easy-to-digest reporting of your portfolio’s performance.
Environmentally Conscious Portfolios
Sustainable, diversified asset classes with allocation adjustments based on their ESG scores and financial risk analytics
Forward and backward-looking risk calculations of portfolios, benchmarks and absolute Value-at-Risk (VaR)
Protection of your Assets
Macro scenario stress tests by risk factors, risk analysis by transparency of components and positions