We design and create tailor-made solutions for clients with different needs. We work and can engage with multiple banks in different jurisdictions to offer managed account services where the clients need.
Amagis Capital can assist its clients by setting up and managing their private investments in line with their cash flow needs, risk limits, lifestyle and return objectives.
Investment Guidelines:
•Risk Limits, Return Objectives,
•Asset class selection & limits,
•Diversification limits,
•Currency exposures,
•Geographical and Sector exposures
Customer Service:
•Selection of Bank with best quality / cost ratio,
•Negotiation for most favourable fees and commissions on customer’s behalf.
•Reporting on timely basis of portfolio performance as well as costs incurred.
Allocation Profiles
The Amagis Capital investment team constructed three different allocation models that cater to the different risk and return profiles required by High Net Worth Individuals or Institutionals. The allocation models are used as a base, around which the client can adjust, modify and optimize his portfolio strategy.
Amagis Capital can assist its clients by setting up and managing their private investments in line with their cash flow needs, risk limits, lifestyle and return objectives.
Investment Guidelines:
•Risk Limits, Return Objectives,
•Asset class selection & limits,
•Diversification limits,
•Currency exposures,
•Geographical and Sector exposures
Customer Service:
•Selection of Bank with best quality / cost ratio,
•Negotiation for most favourable fees and commissions on customer’s behalf.
•Reporting on timely basis of portfolio performance as well as costs incurred.
Allocation Profiles
The Amagis Capital investment team constructed three different allocation models that cater to the different risk and return profiles required by High Net Worth Individuals or Institutionals. The allocation models are used as a base, around which the client can adjust, modify and optimize his portfolio strategy.
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CONSERVATIVE
Target Returns: 2.5-4% Target Volatility: 4% Maximum Fixed Income: 85% of portfolio Corporate: 20% Government: 78% EM: 2% Equities: 10% Commodities: 0% Cash: 5% USD Exposure: 33.5% |
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BALANCED
Target Returns: 5-7% Target Volatility: 5-8% Fixed Income: 50% of portfolio Corporate: 30% Government: 60% EM: 10% Equities: 45% Commodities: 5% Cash: 0% USD Exposure: 30% |
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GROWTH
Target Returns: 8-10% Target Volatility: 9-11% Fixed Income: 37.5% of portfolio Corporate: 54% Government: 26% EM: 20% Equities: 57.5% Commodities: 5% Cash: 0% USD Exposure: 50% |
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