Chatyon's service is designed for clients who are intending to build up an investment portfolio and require ongoing management. Our approach starts with an assessment of your investment objectives, risk parameters, time frame and currency preferences. Your portfolio is then structured to match your requirements.
Emphasis is given to asset and market allocation and fund manager selection.
Periodic reviews and valuations are provided ensuring that you are kept fully informed and can assess portfolio performance compared to your investment objectives and make changes if required. Your assets including mutual funds, shares and currency deposits, are held securely by an independent custodian. Having all your assets under one structure simplifies payment, investment and redemption arrangements. We represent an extensive range of fund managers and can arrange dealing at competitive terms. Investors may select from a wide range of equity, bond, warranty and currency funds covering US, Europe, Asia-Pacific and emerging markets.