Our services
Acta Wealth Management is designed as a single destination for all your wealth management needs. We bring together investment advisory, portfolio management and consolidated financial reporting under one roof, allowing you to make quicker decisions with clarity and confidence.
Investment Advisory
Our team offers a streamlined advisory model, centralizing the process through a single entity. We filter research from multiple financial institutions, analyze the various recommendations & market views, and present you with a unified plan to be implemented across your different booking platforms.
As part of this process, we provide a transparent overview of the products and services offered by different banks and their corresponding costs. Taking this into consideration along with your investment objectives and expected activity, we suggest a suitable and cost-effective distribution of your assets.
Portfolio Management
In simple terms, portfolio management is the selection and administration of the different financial instruments and products that make up your investment portfolio. At Acta, we leverage the capabilities of our strategic partners, allowing us to work with a wide-ranging product universe. From this universe we select the top performing instruments that best fit your specific needs and construct a bespoke portfolio aligned with your individual investment profile.
Our no commission / retrocession policy removes conflicts of interest, ensuring that every investment instrument is aligned with your overall objectives and that you have an efficient portfolio that is not hindered by hidden costs.
Consolidated Financial Reporting
As part of our services, we give you direct access to an automized consolidation software, allowing you to have a single view of your investments within reach at any moment. Additionally, the platform allows for the manual addition of private assets, giving you a more comprehensive overview of your wealth.
When making decisions, information is a critical differentiator. Having all the relevant information of your global portfolio in real time facilitates decision making, letting you focus on strategies and investments that improve your bottom line.