Investment Management
Customized solutions
and advice from experts.
SEPARATELY MANAGED ACCOUNT
ASG Capital has the ability to help you to take a more Sophisticated Approach to your Investment Strategy through a Separately Managed Account (SMA).
Advantages of a Separately Managed Account:
- Tailor-made Portfolio built regarding your specific parameters ;
- Experienced professionals selecting and managing your basket of fixed income instruments ;
- Dynamic Investment Strategy: our asset management team carefully manages your portfolio with a nimble investment approach ;
- Transparency: periodic performance reports and an account access offer a clear view of the investments owned ;
- Flexibility offered by owing bonds directly, allowing to have more control and make adjustments.
ASG Capital can manage a SMA from a minimum amount of 3M USD / EUR .
Fixed income
A diversified strategy designed with the aim of generating attractive, recurring income and long-term absolute returns. By focusing on high-quality issuers and income-generating instruments, the strategy seeks to optimize yield, manage risk proactively, and capture value opportunities across market cycles.
GLOBAL MACRO
A dynamic, cycle-aware strategy that aims to generate absolute returns over time and through varying market conditions. By combining public and private asset exposure, the portfolio is designed to improve resilience and pursue global opportunities with flexibility and discipline.
advice to individuals and professionals
HIGH-NET-WORTH INDIVIDUALS
Global. Independent. Tailored.
ASG Capital offers personalized investment solutions. With a global perspective and strategic partnerships, we provide access to international opportunities. Our independent approach ensures advice aligned with each client’s best interests, supported by dedicated one-to-one service built around individual goals and values.
INSTITUTIONAL INVESTORS
Strategic. Disciplined. Recognized.
ASG Capital provides strategic advice on asset allocations, investment policy layout, ongoing portfolio monitoring and risk management. Our approach helps institutional investors to reach their investment program successfully. This unique expertise has been recognized by large institutions across the industry.
preferred custodian
Assets advised by ASG Capital can be held with ASG's partnerships' custodians or the investor's custodian of choice.
Interactive brokers
Thanks to its existing partnership deal, ASG Capital proposes a privileged access to the Interactive Brokers (IB) multi-currency electronic trading platform for clients looking for a cost-effective gateway to international financial markets.
Listed on Investors Exchange (ticker Symbol: IBKR)
Advantages
• Access to the Premium IBKR Services
• Flexibility
