Asset Management. At ANETO, we believe investment decisions should be made objectively and with our clients’ interests at the forefront. We build tailored portfolios based on each client’s individual objectives, circumstances, investment horizon and risk profile.
Our approach is guided by our core values of honesty, integrity and a commitment to excellence. We maintain an ongoing dialogue with our clients, reviewing investment strategies whenever required and adapting portfolios to reflect changes in market conditions, investment objectives or risk profiles.
Asset Consolidation. In an effort to offer our clients a holistic view of all their investment exposures among different banks and funds, ANETO -if so appointed- can consolidate all the client’s accounts, including non-financial assets such as art, precious metals and real estate. ANETO does not manage those accounts, but provides the client with a holistic overview and segmentation in terms of Asset Classes, Geography, Sector, Industry, Currency, Booking center risks, Ratings, etc. This service includes random monitoring of the fees charged by banks or custodians on those accounts, as well as regular review of the interest rates offered in their time deposits.
Investment Advisory. ANETO provides portfolio and ad-hoc investment advisory services based on our client’s particular needs and risk profiles.