Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. Using a consultative process, the advisor gleans information about the client's wants and specific situation.
Portfolio management and asset management are other terms that also broadly refer to services that provide oversight of a client's investments. Investment management, however, isn't just about handling specific securities in a portfolio.
Here we determine what investments to make, or avoid, to realize the client's financial goals within the limits of the client's risk tolerance. The investments may include stocks, bonds, real estate, commodities, alternative investments and mutual funds.
For decades, we have been managing investment portfolios and providing investment advice to institutional and individual investors around the world. Corestone Holding Limited operates globally via offices with over 900 staff worldwide. Our more than 200 investment professionals managing research over a wide range of global, regional and country-specific strategies - both traditional and alternative - in listed equity and fixed income.
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Surprising as it might be, anyone can invest in the oil market to make a profit. Indeed, the development of online trading platforms has allowed individuals to use their savings to speculate.
Investing in agriculture means putting your money behind food and crop production, processing, and distribution. As the world needs to feed a growing population.
Real estate investment involves the purchase, ownership, management, rental and/or sale of real estate for profit. Improvement of realty property as part of a real estate investment strategy generally.
We believe in our culture and recognize that scale is important. For us, that translates to deep understanding of our clients' needs and the collaboration of strong structures.
Corestone Holding Limited is currently the responsible Entity/Trustee for more than 20 managed investment schemes. One Group can offer a unique solution in the market where the investment manager and members of the investment Group can undertake the responsible Entity, Custody, Registry and Fund Administration services for a fund or, alternatively, the investment managers can choose a single service or combination of services. One Investment Group has worked with numerous investment managers to establish registered schemes in a variety of asset classes and the team is well positioned to assist investment managers looking for a qualified and experienced Responsible Entity for their funds/schemes.
Thank you for taking such good care of me and contributing to my success. I am very impressed with the process and your efficiency of execution.
Business Owner
Investing with Corestone has been the best financial decision I've made. Their transparent reporting and consistent returns gave me total peace of mind.
Entrepreneur
The team is incredibly professional. They helped me diversify my portfolio in ways I hadn't considered, and the growth has been steady and reliable.
Investor
What some of Our Clients Say About Us
The performance and interaction of the investment portfolios are overseen by one of the world's leading high-value asset managers.
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