Asset Management

Asset Management

Our Asset Management arm provides discretionary and advisory management services. The team’s philosophy is based on fundamental analysis and wealth preservation with a geographical focus on developed markets.

Alcazar works alongside our clients to create portfolios that meet their investment objectives and thresholds in order to provide risk-adjusted returns on a medium and long term basis.

Our clients benefit from an investment expertise which matches that offered by the largest asset management firms, but coupled with the care and attention that a smaller, independent firm is able to offer. Our team has been through several stock market cycles, learning valuable lessons and insight to the behavior of assets in a wide variety of market conditions. This experience is vital in navigating what remains one of the most challenging investment periods in history.