Wealth Management Solutions
Discretionary Investment Solutions
Our wealth management solutions are designed to cater to each investors unique goals, needs and support requirements. In order to offer a best-fit solution, Previse both Discretionary Investment Solutions as well as Wealth Advisory Solutions to investors.
Full-service investment solutions
- For clients looking for a complete solution, Previse offers a Discretionary Investment service.
- Upon completion of a 360-degree review of our client’s goals, needs and other important considerations, our team execute an investment strategy that is tailored and dynamically managed over time.
- The investment strategy not only includes an active asset allocations approach, but also underlying investment selection, monitoring, cash management and reconciliation.
- The Previse Discretionary Investment Service is a comprehensive solution that aims to take into account your current and evolving goals. We report to our clients on a regular basis in a clear and transparent manner so that our clients can follow the progress of their mandates with us.
Advisory Solutions
For investor that want to be involved in key decisions
- For investors who wish to be more involved in the investment decisions that relate to their portfolios, Previse offers an Advisory Solution that operates like an ‘a la carte’ menu.
- Our clients can select the areas they wish to delegate to Previse, while retaining input and/or ultimate control over other key decisions.
- We understand that in many cases, governance rules require our clients to provide a formal ‘go ahead’ on certain decisions relating to their portfolios. In other cases, our client’s wish to leverage their experience, expertise and interest with that of Previse when taking certain investment decisions.
- Whatever the reason, the Previse Advisory Solution is a flexible solution for our clients.