We believe that the essence of private banking is about building and maintaining long-lasting and solid personal relationships with our clients who trust us with their assets for successful long-term growth.
Portfolio management is both an art and science. Curvalue has a long track record applying our strict investment policy and making investment decisions for clients. With a focus on matching investments to objective, Curvalue applies an asset allocation model whilst balancing risk against performance.
Wherever in the world you may be, we recognise the uniqueness of our relationship with you and will strive to meet your financial targets. In this context, understanding your personal goals and aspirations is one of our key priorities. In order to achieve this we perform a careful analysis of your individual needs which also includes your personal life goals and succession planning. As a result of this process, we are in a position to deliver bespoke financial and investment solutions that are truly designed to meet your individual needs. This ability is certainly one of our greatest strengths.
Our portfolios will typically consist of bonds, mutual funds, ETFs, direct shares, commodities and structured products and we offer portfolios in multiple currencies and risk profiles.
Portfolio management enables you to delegate the management of your financial assets to Senior Investment Managers.
We advise actively on bonds, shares investment funds, alternative investments and currencies.
We provide a full range of brokerage and custodian services for securities. More details can be provided on request.
Provide mergers and acquisitions advise to our clients on some of their most important and strategic decisions.