Private clients

Our clients are exceptional people who need exceptional service. They choose us for our international outlook, our discretion and our effectiveness.

Wherever you are, whenever you need us, we’ll be there to help you manage your finances.

TRUST AND FIDUCIARY SERVICE

What is the best way to protect your wealth? And how can we help you pass it on effectively to the next generation?

Understanding our clients is the cornerstone of our service. Our products and services have been drawn together to meet their diverse needs.

These four key principles shape our approach to investment management:

  • Clarity of investment purpose – understanding goals is our starting point, and regular reviews make sure our strategies change when your needs do
  • Asset allocation is key – it underpins the returns you can expect, so we analyse all major asset classes and international markets
  • Innovation and high performance – products such as hedge and absolute return funds are essential to maximising returns
  • Investment risk is multi-dimensional – so we structure portfolios to achieve the right balance between return and risk, in line with your personal needs

Active Advisory Service

Our Active Advisory Service is designed for clients who like to make their own investment decisions, but value the support of an investment professional.

We provide advice, personalised support and a regular flow of investment ideas, while you take a hands-on role in managing your portfolio.

The Active Advisory service offers you:

  • A personalised, tailored service – with support from a dedicated investment specialist.
  • Investment ideas – and a regular flow of information on global investment opportunities.
  • Advice on asset allocation – including developments that could affect your portfolio.
  • Direct access to global markets – through our investment specialists.

Tailored Portfolio Service

Does your portfolio have special requirements or significant restrictions – such as investing only in socially responsible assets? Or do you simply need the very highest level of personalisation?

Like an architect designing your home from scratch, we can tailor every aspect. Our service doesn’t get any more personal.

Tailored Portfolio Service benefits

  • Matches your needs precisely – using our investment and risk management expertise
  • Access to investment opportunities – such as actively and passively managed products, equities, bonds and commodities
  • Professional asset management – backed by the highest levels of personal service and professional expertise

Our distinctive approach to investment management

Peter Camp Chief Investment Officer of Abana Wealth Management recognises that no single investment house has a monopoly on investment expertise and therefore adopts an effective solution to this.

We do not employ in-house investment managers; instead we carefully select a number of external managers of outstanding ability to manage the portfolios

This has a number of advantages:

It gives us the freedom to select first-class managers from the global investment market to manage the portfolios on behalf of our clients

It enables us to change any of these managers at short notice if we have lost confidence in them, without any charges, or tax, or inconvenience to our clients.

It offers our clients a real opportunity to diversify their investments by spreading their money not only across funds but also managed by different managers with different styles.

The Investment Committee

The cornerstone of the Abana approach is our Investment Committee, which ‘manages the fund managers’ on behalf of our clients. The role of the Investment Committee is to:

Select some of the best investment managers

Monitor those managers to ensure they remain focused

Change managers if this becomes necessary

Give clients diversification of risk by selecting managers with different investment styles

We believe our investment process provides our clients with the best chance to achieve superior returns over the medium to long term.