Our advisory solutions offer clients direct access to an advisory team which provides bespoke investment ideas across asset classes. This investment approach is designed for clients who wish to retain a level of control over the management of their investment portfolios. Our specialists use complex modelling to construct and source innovative thematic ideas in global financial markets. In order to help you make effective investment decisions, we further give you access to a range of resources including our research reports and presentations of our trade ideas.
Discretionary Portfolio Management
Maxima offers a tailor made, actively managed discretionary portfolio management service designed to meet its client’s investment needs.
Our portfolio management team uses a carefully selected combination of single securities, investment funds and other financial instruments to achieve the optimal level of diversification for your portfolio, and provide a service tailored to your personal needs and goals.