WHAT is Fund Management ?

Fund Management is the process in which a company that takes the financial assets of a person, company or another fund management company (generally this will be high net worth individuals) and use the funds to invest in companies that use those as an operational investment, financial investment or any other investment in order to grow the fund; post which, the returns will be returned to the actual investor and a small amount of the returns are held back as a profit for the fund.

What We Also Provide

Wealth planning advisory

Fund management is associated with managing the cash flows of a financial institution. The responsibility of the fund manager is to assess the maturity schedules of the deposits received and loans given to maintain the asset-liability framework. Since the flow of money is continuous and dynamic, it is of critical importance that asset-liability mismatch can be prevented. It is essential for the financial health of the entire banking industry to be dependent, which in turn has an impact on the overall economy of the country. Or Perhaps you’re considering passing on your wealth to loved ones or simply looking to reduce your inheritance tax exposure. Whatever your needs, we can be your advisors to address them in the best way possible.

Who is a Fund Manager?

A fund manager is essential for the management of the entire fund under all circumstances. This manager is entirely responsible for strategy implementation of the decided fund and its portfolio trading activities. Finding the right fund management professional usually requires Trial and Error combined with specific aid from investors in a similar position. Investment fund managers work very closely with investment analysts – fund managers make decisions about investments, while analysts provide them with financial information and recommendations that enable such decisions to be made.

We know it is essential to work with you and your professional advisors to achieve your financial goals. Taxation affects net investment returns, and maximising your net return may help you meet your financial objectives. There are a number of potential wealth planning solutions to help you meet your goals in a tax-efficient way. These involve making use of tax allowances each year, assessing investments that suit your tax profile and considering long-term plans for you and your family.

Reviewing and revising as needed

At your request, your client advisor will regularly review and monitor your portfolio to ensure confidence in your financial decisions. This means we can identify adjustments that you may want to make to your wealth plan.