Wealth management

We believe each individual is unique
with unique challenges
needing unique solutions .

INTERNATIONAL CAPABILITIES

Ability to respond to the needs of US and non-US investors across borders thanks to a global vision on international asset classes. Through strategic partnerships, we can provide investment solutions internationally.

INTERNATIONAL CAPABILITIES

TAILOR-MADE SOLUTIONS

Customized investment solutions to answer the specific needs of high-net-worth individuals, corporate and institutional investors to pursue their individual investment objectives

TAILOR-MADE SOLUTIONS

INDEPENDENT ADVISOR

Fully independent advice to seek the most relevant investment solution available in the marketplace in the client’s best interest

INDEPENDENT ADVISOR

ONE-TO-ONE SERVICE

Adapted on going one to one service to answer individual investor needs while taking account of the investor's objectives and core values when delivering wealth management solutions.

ONE-TO-ONE SERVICE

A privileged access to online platforms

Through ASG Capital, clients also have the option to benefit from its expertise in Fixed Income investments. These are available under investment mandates. Assets advised on by ASG Capital can be held in the Interactive Brokers platform or one of ASG’s partnership banks in a Separately Managed Account format (SMA).

This fee includes regulatory and account oversight, custody and transaction costs**.

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.

ASG Capital provides a privileged access to this world-renowned platform for a flat fee per annum on a minimum investment of 250,000 USD / EUR .

Listed on Investors Exchange (ticker Symbol: IBKR)

Advantages

• Available for US and non-US Tax residents
• Access to the Premium IBKR Services

Preferred Provider and Custodian

Safra National Bank of New York

Headquartered in New York, with a branch in Florida, Safra National is a leading private bank with a devoted team of relationship managers serving many sophisticated U.S. and international high net worth clients.

ASG Capital developed a privileged relation with Safra National and provide access from a minimum investment of 250,000 USD / EUR .

Advantages

• Multi-currencies bank account
• Available for International High-Net-Worth Individuals

Full-service Banking Institution for Clients Worldwide

*Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including ASG Capital Asset Management. Interactive Brokers provides execution and clearing services to customers. None of the information contained on this website constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation and assumes no liability as to the accuracy or completeness of the information provided on this website. For more information about Interactive Brokers visit: ibkr.com

** Transaction costs are subject to ASG Capital approval.