Strategia offers a wide array of asset management and advisory solutions to meet your financial objectives whilst limiting risks exposures. Our flexible offering is designed and adapted to suit our client ambitions for wealth protection and growth.
Explore our wealth management offering
Portfolio Management
Discretionary Portfolio Management Model
Managed by in-house team of portfolio managers
- In-house constructed fund profiles
- Fixed income, defensive, balanced and assertive exposures
- Customized portfolio
Specialized Investment Strategies
- Exclusive network of external asset managers
- Proven track records of long-term winning strategies
- Quant and statistical approach
- Alternative asset classes
- Thematic funds
Advisory
Advisory Services
- Wealth Structuring
- Real estate advice & management
- Tax efficiency
- Asset consolidation & reporting
- Estate and succession planning
- Financial and compliance planning
Execution
Execution Services
Access to our network for timely and cost-efficient executions:
- Local and international brokers
- Trade orders
- Money deposit institutions
- Settlement of transactions
- Custodian banks
- Reporting and administration
At Strategia we made responsible investment our preferred choice for our clients. Are you interested in responsible investment?
