A relationship with AEGIS Private Wealth Management begins with a conversation. We ask about our client`s goals and help evaluate them. We analyze each client`s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable wealth management plan. To execute the plan, we leverage the intellectual capital of our division and the network of AEGIS. We offer strategic and tactical asset allocation and provide a range of investment solutions including cash, fixed income, equities and alternative investments. For clients interested in brokerage services, we offer robust structuring and execution capabilities in all security and derivative products across all major global markets. We also provide select private banking services. Through it all, we offer attentive service and personal counsel. And as a client`s goals change, we can adjust his or her wealth management plan accordingly. All AEGIS relationships are subject to Chinese Wall constraints. Alternative investments entail substantial risks and may not be suitable for all investors
The Aegis Group, Inc. is a leading global investment, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1987, the firm is headquartered in Hong Kong and maintains offices in all major financial centers around the world.
We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement there appropriate, we introduce our clients to the broader network and resources of AEGIS Group, Inc.
Our people and our commitment to clients are at the core of our business. We carefully select our wealth advisors and investment professionals and vet them through a stringent recruiting process. Once they join AEGIS, they begin a rigorous training curriculum that continues throughout their careers. Even experienced professionals receive unusually extensive training to help them meet clients` high expectations. We aim to keep the number of client relationships per advisor low so that our teams can provide the focus and attention that our clients expert. Our efforts are always guided by AEGIS` first Business Principle: Our clients` interests always come first. Our experience shows that if we serve our clients well, our own success will follow. Day in and day out, AEGIS Private Wealth Management professionals remain committed to client interests, investments and service.
AEGIS WEALH MANAGEMENT, S.A.
