Our discretionary investment business, both onshore and offshore, follows a long-term approach focused around three pillars:
- Growing your wealth over and above inflation
High predictability of return
- Being able to traverse short-term volatility to achieve an investment objective
- Making sure all investment plans are curated for an acceptable level of risk for the investor
These three pillars, coupled with an understanding of the client’s Financial Personality and circumstances allow us to provide personalised solutions to an array of client needs.
As investment plans are tailored to clients’ needs, we use several financial tools to achieve their goals including but not limited to:
- Balanced Portfolios
- Alternative Investments
- Structured Equity Investments
Bayswater Capital is a Discretionary Investments Specialist
We are a well-established discretionary investments specialist trusted by high-net-worth and family office clients for our client-specific solutions. As your dedicated investment partner, we will work closely with you to develop bespoke discretionary investment solutions and innovative investment ideas that preserve your wealth and guide you to lasting financial well-being.
Discretionary investment management is a type of investment management where our team’s purchase and sell choices are made for the client’s account by our portfolio manager. Investment choices are made at the portfolio manager’s discretion, as indicated by the word “discretionary.” Investments are made on behalf of our customers using a variety of securities in discretionary investment management.
Discretionary refers to investment decisions that are made by our investment manager using our own judgement rather than following the client’s instructions. Outperforming benchmarks mentioned in the mandate are the main goal of our discretionary investment service
Bayswater Capital is a well-established niche player in the financial services sector. We have a strong focus on personal relationships coupled with insightful strategies that enables us to help clients make the best financial decisions around discretionary investments to protect their wealth in the long term.
We hope to build long-lasting relationships with our clients that can add value to them across all facets of their financial lives.