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Portfolio Management - How to reduce cost and get better returns for the of...

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Globaleye

Villa 801, Al Thanya street

Umm Suqeim 3

Dubai, Dubai

United Arab Emirates

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It is likely that your financial adviser or CFO is selecting your funds for your pension, savings and investments. However, here lies the problem in that financial advisers are experts in overall planning but they are not stockbrokers, fund selectors or analysts so cannot be expected to be able to accurately assess the risk level of funds, monitor and switch funds to secure the desired outcome and returns for a rapidly changing global market.

End of service benefit funds, retirement funds, project planning and all personal savings and investment funds are at risk of not being managed and rebalanced appropriately by advisers. How many of your funds have done well or even had positive returns over the past couple of years? Are your funds still in Bonds with negative earnings? Do you have cash in the bank at present negative interest rates thus paying the bank to keep your money with them?

ÆON was created to address this problem, to reduce costs and generate better returns for the offshore investor.

This first of its kind partnership aims to support the development of regulation and compliance in offshore financial services, by leveraging the experience and expertise of US based asset management firm Fidelity International and UK based investment managers Quilter Cheviot matched with Globaleye’s international reach.

Topics to be discussed.

  • WHY WOULD I CHOOSE A DISCRETIONARY MANAGER RATHER THAN MANAGING MY OWN PORTFOLIO?
  • HOW WILL I BE INVOLVED IN THE MANAGEMENT OF MY OWN PORTFOLIO?
  • WOULD INVESTING DIRECTLY IN A COLLECTIVE FUND ACHIEVE THE SAME OUTCOME?
  • COULD I NOT JUST USE A FINANCIAL ADVISER INSTEAD OF A DISCRETIONARY INVESTMENT MANAGER?
  • WHAT INVESTMENTS WILL A DISCRETIONARY MANAGER CHOOSE FOR MY PORTFOLIO?
  • DO ALL DISCRETIONARY INVESTMENT MANAGERS FOLLOW AN ACTIVE INVESTMENT PROCESS?
  • HOW OFTEN WILL I GET AN UPDATE ON MY PORTFOLIO?
  • WHAT ABOUT THE ETHICAL IMPLICATIONS OF MY INVESTMENTS?
  • HOW DOES THIS SERVICE IMPACT MY ANNUAL TAX RETURN?
  • WHAT IS THEMATIC INVESTING AND WILL THIS IMPACT MY PORTFOLIO?
  • WHAT ARE THE FEES INVOLVED?
  • HOW DO I SELECT THE RIGHT DISCRETIONARY INVESTMENT MANAGER FOR ME?
  • WHAT IS THE PROCESS FOR SIGNING UP TO A DISCRETIONARY INVESTMENT SERVICE

About the Speaker: Werner Vermeulen

An open Yale University Financial markets and CISI UK qualified, current Edinburgh Business school MBA in Finance candidate with international experience. I am able to offer comprehensive wealth management solutions to international private and corporate clients. Werner has spent over fifteen years listening to, understanding and advising corporate clients in respect of including investments and over the past couple of years comprehensive offshore wealth management solutions.


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    Date and Time

    Location

    Globaleye

    Villa 801, Al Thanya street

    Umm Suqeim 3

    Dubai, Dubai

    United Arab Emirates

    View Map

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