Investment & Wealth Advisory
In addition to the asset management service, we provide our clients an option to be more involved in the investment process through our advisory services. This allows our client to retain control over the investment decisions in relation to his/her investment portfolio, through harnessing the support and insight of Crossinvests’ investment team and client advisors.
We conduct research into specific asset classes, investment themes and wealth planning strategies to present a collection of appropriate investment options. Following an in-depth consultation and review, further analysis is performed and risk reviews undertaken before specific recommendations are presented.
The investments are made only after the client has approved it. The client is alerted when conditions change and a suggested course of action is advised.
Contact Crossinvest to get your very own investment advisor to establish, manage and monitor your portfolio on an ongoing, real-time basis, including managing your risk across the portfolios.