We provide a range of financial services customized to align with your specific objectives. Whether you need investment guidance or portfolio management, our tailored solutions are designed to achieve your desired outcomes. Experience personalized financial strategies that deliver impactful results.
Each TPS portfolio mirrors the diversity of the WMA Private Investor Indices across various asset classes by investing solely through regulated, UCITS-compliant collective funds. This strategy meets the EU's rigorous standards for transparency, investor protection, and diversification.
Our TPS employs a core-satellite investment approach, establishing a stable “core” that replicates the target index and delivers broad market exposure. This core is enhanced by “satellite” holdings—more niche or specialized funds designed to add value and boost performance. By blending core stability with satellite flexibility, our TPS is structured to meet the investment goals of each model portfolio, balancing risk and return according to its respective WMA Private Investor Index. Invest with confidence in our TPS, where strategic diversification is supported by robust regulatory safeguards and comprehensive market exposure.
