On the global market financial , Wealth Management (WM – Wealth Management) or Advisory Property Management (WMA – Wealth Management Advisor) is not a new concept. Claimed to be nearly 100 years old, this term has been “popularized” by “old companies” like Goldman Sachs or Morgan Stanley to separate “general” and “personal” customers.
Managing Property includes business analyzing and advising newinvestment opportunities as well as current-investment-portfolio-manager-for-customers-with High Net Worth –High Net Worth (HNW) super high (UHW – HiRon). External Property Managementwill combine services providedby investment banks, asset management companies, retail banks to enhance income, increase stability and maintain stability. about taxes in the long term..
At AFA Capital, we provide research services to support our clients’ investment opportunities. With a team of experts with many years of experience, with analytical skills, financial reports, data research, AFA Capital will prepare investment analysis reports and support investors in the investment market. complex.
Portfolio management is a blend of art and science in making investment policy and investment decisions, tailored to an individual’s goals and expectations, allocating assets to both the individual and the individual. individual and organization and balance risk with performance (while taking into account each individual’s level of risk). Portfolio management is all about identifying strengths, weaknesses, opportunities and threats in choosing debt versus equity, domestic versus international, growth versus safety. , in an attempt to maximize return at a given level of risk.
AFA Capital will customize advice to the client’s risk and return requirements. Our role is to be your partner in data collection and analysis to provide you with financial market insights, with per-client analytical services providing solutions. Premium solutions for even the most seasoned investor.
Once we understand the expected return you require from your capital, along with your risk appetite and ability to absorb investment losses, we can build your portfolio. This involves us creating a framework for your asset allocation that balances the risk you are prepared to accept against the return you hope to achieve.
Your investment portfolio will be advised by AFA Capital’s team in detail by asset class
Stocks – Includes analysis of listed stocks and investment opportunities in unlisted businesses
Bonds – Analysis of long-term risk and return as well as the fluctuations of less than 1 year of Government Bonds and Corporate Bonds
Real Estate, Precious Metals and Foreign Currency – Analyze and update price trends, influencing factors for you to balance the proportion of assets.