Portfolio Management

With Former Banks directors and private bankers as part of Alma Europe s team The Company brings more than 20 years of financing experience.

Alma Europe offer professional portfolio management services for high-net-worth individuals and institutional investors.

Alma Europe portfolio management team will keep track of business and political news and keep customers abreast of changes in international markets.

We offer a comprehensive service that meets specific investment needs and requirements. Customers will have direct access to an expert team that will manage and monitor the active portfolio for optimal results.
The most important part of our portfolio management service is that we consider the risk tolerance of each customer. We study all the various constraints and considerations relating to the individual’s investment and risk profile. In addition, we also consider the investor’s time horizon and liquidity requirements. Using a portfolio management service will ensure that return requirements are in line with the risk profile of each customer.

Committed to ensuring the long-term asset preservation and growth

Alma Europe is committed to ensuring the long-term preservation and growth of its customers’ financial assets by offering solutions to suit every client’s investment profile. We first define the risk profile of our client, his investment situation, objectives and required returns; we then create a tailor-made portfolio and actively manage it to achieve those investment goals.
Alma Europe is always managing its clients’ portfolios in a manner that serves Clients’ best interests, with due professional care acting in compliance with existing rules and regulations of the relevant legislation.

Committed to ensuring the long-term asset preservation and growth

Access to top financial market research

Alma Europe always acts in the clients’ best interests. We have access to top Financial Markets’ research and analysis. We keep track of all transactions. Investment decisions are also based on the clients' preferences. Investment portfolios can include stocks, bonds, mutual funds, structured products, commodities, and private debt/notes.

Access to top financial market research

Discretionary portfolio management is where the portfolio manager makes all the decisions and follows them. Unlike an index fund, a discretionary portfolio manager considers the risk level of his clients before deciding which investment strategies to implement. We also decide on the timing of investments. The discretionary service has a lower turnover rate and will be based on the risk appetite of each customer. Our goal is to allocate and invest customers’ wealth wisely to meet their financial goals, by helping to minimize risk through diversifying the investments into a variety of asset classes. Our professional portfolio management team carries more than 20 years of experience and will take all necessary decisions to serve the clients’ best interests.

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