Asset Management & Wealth Stewardship
Portfolio Management
Understanding your objectives. Gauging your risk tolerance. Setting you up for success. We’ll design a personal strategy that matches your ambitions – then build and manage your portfolio to achieve them.
Family Office Services
Overseeing trusts, family estates and legacy planning. Developing a family vision, and working on your behalf to bring it to life. Cardea holds the key to preserving — and growing — your family’s generational wealth.
Alternative Investments
Our team of in-house experts source and oversee private investments across different markets — including impact investments. With our network of partners, you’ll get access to exclusive opportunities from Cardea’s inner-circle.
Reporting
Detailing the ins and outs. Making sure it all adds up. With comprehensive reports that include performance analyses, portfolio flows and fee summaries – you’ll get everything you need to know at a glance.
Investment Management Services
Disciplined investment portfolios through an open architecture. With a structured, yet flexible process, Cardea professionals optimise portfolios to reflect your key objectives.
Our services include:
- Establishing financial objectives and setting and investment strategy
- Diversifying portfolio assets to match your objectives and risk tolerance
- Setting parameters for asset allocation
- Sourcing, selecting and reviewing qualified investment managers and custodians
- Monitoring investment performance to measure against your objectives
- Making sure that policy and guidelines are kept in line with compliance
- Assistance with finding and executing sustainable investments