Wealth Advisory
Every client is unique. We have designed our business model around a client-centred approach that delivers crafted, tailored solutions for each specific situation.
Overview
Guided by perspective
Wealth Advisory at Arbra is founded on a clear philosophy, ensuring that every solution we develop is rooted in discipline while remaining open and adaptable to opportunity.
We are respectful of the past
We respect the lessons of history and the way past events shape future investments. This means our strategies remain grounded while avoiding the pitfalls of conventional benchmarks.
We are mindful of the present
We recognise today’s market risks and use them to uncover tactical opportunities. Every portfolio is tailored to the client, balancing public and private markets through disciplined risk allocation.
We are realistic about the future
We focus on long-term, sustainable growth by understanding the drivers of enduring returns and aligning them with each client's unique objectives and preferences.
Strategy
Our outlook: Special, not standard
Large financial institutions often default to one-size-fits-all asset allocation. At Arbra, we take the opposite approach, tailoring solutions around our clients’ needs, objectives and horizons.
How we do it
Arbra’s next-generation portfolio allocation follows a forward-thinking philosophy built on innovation, sustainability and adaptability.
- Opportunistic focus on Thematics
- Holistic portfolio management
- Custody and FX
- Strategic asset allocation (SAA)
Our Capabilities
Advisory, built on insight
At the core of our wealth advisory strategy is a dedication to offering our clients a range of personalised services that will protect and grow their wealth, wherever they are on their investment journey.
Portfolio construction and advisory
We take the time to understand our clients’ needs and ambitions, allowing us to design a customised portfolio that’s tailored specifically to their financial goals, risk tolerance and investment preferences.
Active advisory
Our active advisory service helps clients navigate their financial journeys effectively with tactical strategies that emphasise thematic investment ideas and high-conviction plays in major currencies.
Process
Strategic asset allocation
To achieve the best balance of investments, across a range of asset classes, each decision we make is based on a process of rigorous analysis and strategic planning.
Performance and protection
Our asset allocation process balances performance and protection by blending macro foresight with scrupulous quantitative analysis. Each portfolio is built around clear objectives, ensuring resilience across cycles and alignment with long-term value creation.
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