WEALTH MANAGEMENT
Bespoke portfolios for clients who prefer to delegate investment decisions in line with their risk profile and long-term objectives, managed by a team of seasoned professionals with a disciplined, research-driven approach.
Capital Management
Customised portfolios, micro-managed by a specialist manager according to an agreed risk-profile within pre-determined parameters set by the Elgin Investment Committee.
Global Thematic
Thematic portfolios are an excellent way to achieve an extra level of diversification in a portfolio, particularly as part of a core/satellite strategy.
Current themes:
> Best Ideas: Elgin’s ‘Best Ideas’ theme focuses on high quality companies with solid balance sheets, top management, high barriers to entry and a large addressable market. These companies almost always provide superior shareholder
returns over the medium and ling term.
> Income builder: Elgin’s Income Builder portfolios cater to investors that seek good and secure income.
> ESG (Environmental, Social and Governance): Portfolios consider the impact a company has on the environment; this can include a company’s carbon footprint, toxic chemicals involved in its manufacturing processes and sustainability efforts that make up its supply chain.
CAPITAL BUILDER
Regular savings account providing access to risk-rated ETF portfolios managed by specialist managers within pre-determined parameters set by the Elgin Investment Committee.
Structured, regular savings plans suitable for monthly, quarterly or annual contributions designed to facilitate investments into a range of managed, risk-rated portfolios in order to generate a sum of cash for the future.
Suitable for retirement planning, setting aside funds to pay for a child’s education or simply to get started on the investment ladder.
Management is conducted according to a pre-determined risk profile with regular performance updates along with pre-agreed performance goals versus any appropriate benchmarks.
Investment advice
For active investors that know what they want but appreciate expert advice and suggestions on demand
Advisory plus
The Elgin Advisory+ service is designed for wealthy individuals who would like to create their own por olio but would also like to have an expert opinion on some, if not all, of their investment decisions.
This service is suitable for the more sophisticated investor; they are generally quite market-savvy clients that wish to maintain control over their investments. At the same me they demand expert advice when it comes to providing
suggestions and a shortlist of suitable ‘best-of-breed’ assets for final approval.
The Elgin Advisory Service includes:
> Advice on asset allocation and diversification
> Finding suitable custodians to hold the assets
> Providing investment ideas on a regular basis
> Guidance on risk management
> Analysis of individual stocks, bonds or currencies via in-house and third party research
> Access to funds that have already undergone the strict Elgin due-diligence process
> Fully bespoke support service
> Online statements and ac vity reports available 24/7
Elgin Wealth Management Ltd
Ground Floor, Ebene House, 33 Cybercity, 72201 Ebene, Mauritius.
Disclaimer
Elgin Wealth Management Ltd. is regulated by the Mauritius Financial Services Commission and is licensed as an Investment Advisor (Unrestricted). License number GB22200611. This document provides information about Elgin Wealth Management, its products and services. The information and material in this document, and any opinions contained herein do not purport to be full or complete. Products and services contained do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities. All investments in securities are subject to market risks and there is no assurance or guarantee that the objectives of any products and/or services will be achieved. Market value of investments can go up or down depending on the various factors and forces affecting the securities markets. Yield or a fund’s past performance should not be considered as a reliable indication or guarantee of future yield or results. Elgin Wealth Management Ltd. does not assure or guarantee any returns on any investments or services recommended by it. Offer document and terms and conditions of such products should be read and understood carefully by the investor before making any investment decisions.