Bluemint Investment Advisors

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Bluemint Investment Advisors - Investment Advisory

Investment Advisory

Investment Advisory

Bluemint offers trustworthy and bespoke investment advisory services to HNWI, Family Offices and Institutional Investors.

PORTFOLIO STRATEGY

Taking into account the client’s specific goals, we establish risk weighted strategies, while keeping updates on new products and a dynamic pace of recommendations.

ASSET ALLOCATION AND RISK MANAGEMENT

The implementation of the portfolio strategy always considers the risk boundaries set by the client and includes continuous portfolio monitoring to ensure the compliance with the client’s investment profile and the agreed terms.

REPORTS AND ACCOUNT STATEMENTS

The production of periodical reports detailing the client’s consolidated position in terms of profitability and asset allocation, and offering an integrated overview of the client’s financial portfolio and results.

BEST OF BREED AND COST CONTROL

A permanent market survey on supplier’s conditions and financial provider’s offerings allows us to propose our clients the best and most competitive solutions and optimize the results and cost of their investment.

STRATEGIC PARTNERSHIPS

Custodian Services | Life Insurance Solutions (Unit-Linked) | Asset Management | Private Banking | Alternative Investments