Wealth Management
Our Services
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Primarily focused on capital preservation, Parkdale Investments endeavours to structure an optimal asset allocation strategy with the benefit of its team’s experience. Our aim is to provide consistent compounded returns over time while respecting strict risk parameters.
Within our open architecture investment offering, we have identified a selection of outstanding fund managers, each expert in their specific investment strategy. Funds are only selected after a comprehensive analysis including performance comparison with peer groups, management style, volatility, operational control – to name a few. In addition, we have sourced and developed in-house products designed to take advantage of specific market opportunities and trends.
Our investment solutions are tailored to adapt to individual needs. Requirements may vary according to liquidity, investment horizon, reference currency and risk tolerance. Portfolio exposures to asset classes are then adapted to reflect our clients’ expectations and investment products are strategically selected to match their profiles.
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We believe in diversification. This is not only defined by the number of asset classes proposed to clients, but by the way that portfolio assets interact together. In a world increasingly defined by globalisation and change, we continuously review asset allocation in order to optimally preserve the capital of our clients.
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