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Strategies Uniquely Tailored For You

How We Approach Investment

Combining sound, impartial financial advice, our carefully planning approach to investment helps us to fuel your ongoing success and security.

Evolving in line with investor preferences

As an independent provider of investment solutions the success of our firm is heavily correlated with the success of our clients. We believe that investor preferences are beginning to demand a closer attention to their unique circumstance as they seek outcomes more relevant to their predefined investment expectations.

In keeping with these demands, we understand the importance of establishing an in-depth picture of the reasons for investment and the factors that ultimately determine success. Working closely together as client and adviser, a client investment profile (CIP) is established based on a number of factors that consider any existing investment plans, present and future income capabilities, lifestyle choices, investment horizon and taxation liabilities, to name only a few.

Using the CIP as the starting point for all investment decisions, our specialist will begin to develop a series of plans to provide you with a vision of how the future will look. By providing a number of strategies, each with differing milestones, you are ultimately left with the decision on which path to take.

Direct access to our expertise

We believe that by providing direct access to some of best minds the financial industry has to offer, our clients receive first-hand reflections and practical advice targeted towards their specific needs. Individually, our specialists provide this advantage. Collectively as a team, our specialist develop comprehensive strategies to address client specific investment requirements under a predefined level of tolerance in pursuit of return expectations over a given investment horizon.

Whilst our approach utilizes a number of tried and tested investment techniques, we do not follow what was once considered to be 'modern' portfolio theory. Instead we adopt a more contemporary portfolio management theory that has the flexibility to incorporate a thematic and alternative approach to strategic asset allocation. In this way, portfolios are constructed and managed in accordance with the wishes of each client.

Our Approach
Equity Investment Management Services
Global Equity Markets

Equity Investing

Access to equity research throughout the developed and emerging market places.

Portfolio design

Portfolio Design

In consideration of the unique characteristics of each CIP, diversified investment strategies combine asset classes to create a balanced vehicle in anticipation of a projected outcome. Portfolios are designed across a number of platforms in order to preserve or enhance wealth over the long-term.

Asset diversification is determined by location and by sector. Our global reach ensures that a carefully designed portfolio will capitalize on the economic performance of key geographies during different stages of the investment cycle. This approach to exposure helps to mitigate investment risk during periods of distress whilst capitalizing on growth during more favorable times.

Should you wish to explore the benefits of our discretionary services, contact a Wildex Investment specialist today.

Portfolio management

Portfolio Management

As proponents of what we term 'contemporary' portfolio theory, portfolios under our management benefit from an active management under a philosophy that prioritizes returns on an absolute basis. Unfortunately, as market volatility increases and economic performance around the world stagnates, buy-and-hold strategies of the past are no longer part of what once was a sure fire process.

Under the current economic climate, with ever-changing conditions, we believe that investors prefer the safety net of frequent returns, irrespective of market conditions. Holding depressed assets in anticipation that over the long-term their values will heal has proven costly for a many number of investors.

For this reason alone, our active management style constantly reviews global macro and micro-economic forces to identify movements that present both opportunities and threats to an optimized portfolio of assets. We maintain the component of flexibility in all portfolios to facilitate a swift rebalancing process as asset allocations navigate the turbulent global markets.

Be part of an alternative

Alternative Investments

Alternative investments such as private equity, real estate, and hedge funds have been a preferred investment strategy for many years as institutions and high-net worth investors seek to manage the balance of diversification and return goals. The alternative investment landscape has, in recent years, become more accessible to the private investor as a dramatic shift in investment preferences has created a demand for alternative investment solutions.

Contact Wildex Investment

For more information on the services we offer, and how we can help you to manage your financial responsibilities, contact us to speak with a qualified adviser today.

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