Ashida Associates Branding

Investment Strategy

Developing your strategy

As a boutique provider of financial services and wealth solutions, we work closely with our clients to ensure that their specific needs are consistently met under consideration of the performance expectations each client has of us, within the confines of individual risk tolerance and in anticipation of future liquidity requirements. We operate as your personal financial partner and are therefore mindful of your current and potential tax liabilities.

Strategic asset allocation

Our investment process is subject to a tried and tested rigorous approach to strategic asset allocation. Our approach takes into account a number of key variables that ultimately determine whether the investment vehicle warrants further analysis.

We typically prioritize assets that demonstrate attributes of liquidity under a stress testing sequence across geographies, industries and currencies. The stress testing sequence is further apprised in combination of micro and macroeconomic analysis before developing a portfolio that is geared towards performance at a given rate of volatility.

Attributes of liquidity

As the shape of the economic landscape continues to change, we believe that our approach to investment must maintain the attributes of flexibility. To accommodate this belief we only consider investments that are free from restriction as far as time to maturity is concerned. This enables our investment professionals to preserve and capture value in reaction to violent market movements.

Investment Services

Presenting a broad range of financial services and tailored portfolio solutions for private investors and their families.

  Investment Services

Become a Client

Working in partnership with clients as together we develop financial solutions that prioritise your investment needs.

  Become a Client