Wealth management for private clients
XO INVESTMENTS’ services for private clients range from asset management to pension advice.
Portfolio management optimized by modern finance
ENTREPRENEURS
INDIVIDUALS WITH PERSONAL WEALTH
FAMILY OFFICES / TRUSTEES ON BEHALF OF TRUSTS
How we collaborate
PERSONALIZED ASSET MANAGEMENT TAILORED TO YOUR PERSONALITY AND NEEDS
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.
How collaboration works
PERSONALIZED ASSET MANAGEMENT TAILORED TO YOUR PERSONALITY AND NEEDS
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?
independence
In choosing the custodian bank. In choosing investments.
institutional experience
You benefit from the knowledge and tools we utilise for our institutional clients, such as: Asset and risk management tools In-depth research and knowledge of investment funds Detailed knowledge of employee retirement plans
performance compensation
XO INVESTMENTS aligns its interests with those of its clients. "High Water Mark principle" Risk control.
institutional experience
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
Additional services
In addition to managing your assets, XO INVESTMENTS can, in collaboration with quality partners, help you with:
