Wealth Management
Innovative Wealth Management: Thinking Beyond the Conventional
Nevastar Finance redefines Wealth Management with bespoke solutions that go beyond traditional approaches. Tailored to meet the unique financial goals, business ambitions, and family planning needs of our clients, Nevastar’s strategies combine independence, adaptability, and deep expertise. By embracing an “out of the box” mindset, the firm crafts innovative, forward-thinking solutions that not only preserve wealth but also position it for sustainable growth in an ever-evolving global environment. Key features include:
Tailored Strategies:
- Custom investment plans aligned with each client’s objectives, risk tolerance, and preferences.
- Focus on income generation, capital preservation, or long-term growth as needed.
Discretionary and Advisory Mandates:
- Clients can delegate portfolio management or retain control with expert guidance.
Thematic and Data-Driven Approach:
- Investment decisions based on macroeconomic analysis, industry trends, and detailed due diligence.
Strategic and Tactical Asset Allocation (SAA and TAA):
- Long-term structure aligned with client goals.
- Short-term adjustments to capitalise on market opportunities.
Security Selection:
- Equity, fixed income, ETFs, and fund selection tailored to individual needs.
- Focus on best-in-class managers and direct investment opportunities.
Creation of Bespoke Products:
- Development of in-house funds for opportunities not available on the market.
- Enhanced portfolio performance through innovation and flexibility.
Performance Tracking:
- Regular performance reviews, including detailed reporting.
- Benchmark comparisons and continuous optimisation.
Client-Centric Communication:
- Face-to-face or virtual meetings at the client’s preferred frequency.