Ashida Associates Branding

Asset Management

At Ashida Associates we present clients with a number of services that dictate the way in which investment capital is managed. From discretionary portfolio management to non-discretionary advisory services, our professionals draw on a wealth of expertise to deliver tailored solutions that meet your investment needs.

Our range of portfolio management services and benefits include;

  • Continuous investment advice specifically targeted towards your investment profile
  • Direct and unrestricted access to seasoned portfolio management specialists
  • Flexible investment strategies that seek to achieve pre-determined performance goals
  • Performance compensation fee structure to prioritize client success

Discretionary portfolio management

Our discretionary portfolio management solutions enable clients to pass the investment management responsibility to his or her dedicated portfolio adviser. Together, as client and adviser, a tailored portfolio strategy is designed around your attitude towards risk and under consideration of your financial capabilities.

As a continuous process, your portfolio adviser will provide performance based commentary and where necessary, to maintain the strategic direction of the portfolio, make adjustments to asset allocation.

Benefits of the Ashida Associates discretionary portfolio management solution are;

  • Exposure to globally diversified investments that seek to mitigate risk in pursuit of growth
  • Direct access to a dedicated portfolio adviser who maintains the responsibility for absolute management
  • Active management of assets, performance monitoring and balance adjustment execution

Non-discretionary investment advisory

For clients who wish to be more involved with the investment decision making process, Ashida Associates presents a non-discretionary advisory service, delivered through consultation with a Ashida advisory specialist who draws on the collective expertise of the entire Ashida investment team.

Your dedicated advisory specialist remains focused on financial goals by delivering contemporary advice across a number of financial management disciplines that includes asset buy and sell recommendations and investment related tax advice.

Benefits of the Ashida Associates non-discretionary advisory service are;

  • Unrestricted access to a dedicated Ashida advisory specialist
  • Contemporary investment advice drawn from the knowledge, experience and expertise of the entire Ashida team
  • Advice tailored around the particulars of your unique situation
  • Exposure to institutional level investments with low minimum requirements and fees

Wealth Management

We seek to maintain long-standing client relationships based on a financial service mandate that prioritizes sustainable success.

  Wealth Management

Financial Planning

Financial planning services that address the common concerns investors face in light of existing economic conditions.

  Financial Planning

Family Office

Dedicated financial management for larger and more complex multigenerational wealth structures.

  Family Office