WEALTH MANAGEMENT FOR PRIVATE CLIENTS
XO INVESTMENTS provides services to private clients ranging from wealth management to pension advisory.
Our collective institutional experience has helped us hone our methods in choosing securities, selecting managers and reducing risk.
The expertise we provide to our private clients comes with similar management techniques as those used in managing the largest pension funds.
As a result, we have portfolio management techniques which use every new development in modern finance.
Types OF clients
Our private clients who want us to manage their capital in relative safety include:
Individuals with personal wealth
Family offices and trustees on behalf of trusts
HOW WE COLLABORATE
XO INVESTMENTS operates through multilateral relationships with clients and custodian banks.
Our independence means we can manage your assets with the bank of your choosing.
WHY CHOOSE XO INVESTMENTS TO MANAGE YOUR ASSETS?
In choosing the custodian bank.
In choosing investments.
You benefit from the knowledge and tools we utilise for our institutional clients, such as:
- Asset management and risk management tools
- In-depth research and knowledge of investment funds
- Detailed knowledge of employee retirement plans
XO INVESTMENTS has the same interests as its clients.
Our performance-based compensation uses the "High Water Mark" principle to reduce risk.
A STABLE CLIENT RELATIONSHIP
At XO INVESTMENTS, we believe that the quality of client relationship is paramount:
- Your personal contact and manager are the same person, which ensures total accountability
- XO Investments’ equity is owned by the management, which leads to enhanced service and commitment
- Our structure leads to longevity of tenure and your manager shall accompany you during the passage of your investment
In addition to managing your assets, XO INVESTMENTS can, in collaboration with quality partners, help you with:
- Tax issues
- Business takeovers