Portfolio Management
At ABM financial mangement limited, we build the portfolio, but God gives the reward. Trust is the sacred element in portfolio management. With our knowledge of the market, we assist clients to build a well diversified portfolio mix that will ensure optimal return on investment.
We undertake careful selection of securities, monitor and recommend periodic review and switching of your portfolio. Your ability to make meaningful investment decisions will depend on the timeliness of information available on your investment. With our online information and other facilities at your disposal, decision-making process will be enhanced. We render accurate account and maintain proper records of your investments.
We research into the market and monitor the trends and thus our clients to take advantage of the benefits inherent in the capital market. We’ve been helping clients on alternative investment opportunities ever since the inception of our company. Today, thanks to this heritage, we have a range of investment options that meet the needs of our different clients. Because of our exceptional alternative investing know-how, clients can benefit from our experience, global industry knowledge and institutional investment platform. Our conviction-led approach is driven by investment performance and the needs of our clients. We have a long history of identifying and working with what we consider to be ‘best-in-class’ personnels, and we focus on identifying exclusive opportunities that we believe will deliver returns that reward an illiquidity premium. With an extensive community of clients and our wider internal network, ABM financial mangement limited connects those with the potential and the impetus to drive business growth with the businesses of tomorrow.
This area of our business offers you products with clear investment profiles based on your holistic investment needs. Your portfolio can be based completely or partially on products developed by Investment Solutions. We offer three kinds of investment solution products of which index-managed equities and fixed income based products are one kind. Our offering includes active, rule-based funds which enable us to manage global to local investment universes while focusing on equities. We also provide funds with a multi-asset approach – here our flagship products are total return-oriented funds. Index products aim to provide cost efficient, exacting exposure in specific investment areas. The performance targets of our rule-based products relate to their respective benchmarks; they also aim for a lower absolute risk than their benchmark. The primary goal of our multi asset products is to create total return at varying risk levels as well as minimise the drawdown risk. Our teams of highly specialised, experienced team members ensure thorough research and insightful decisions.
Financial Planning
Ideal for young professionals and individuals in the early wealth accumulation stage of their life cycle. The financial planning service is tailored to optimize a client’s current situation, while also setting them on a track to meet future success. Considered a price sensitive option for those who seek a comprehensive review of their finances with execution support and on-going access to their financial advisor. Additional services are available depending on the specific need. Integrating the preparation of your required tax returns and tax estimates with advanced tax planning strategies to ensure you are paying the minimum amount of tax.
CASH FLOW & LIABILITY MANAGEMENT – Your current lifestyle may prevent the establishment of sound financial habits. Not “living within your means”, “living paycheck to paycheck”, and/or experiencing “rising debt with minimum or missed payments” are clear signals that behavioral changes might be necessary. We will provide you with the technology and guidance to gather the data, analyze the information, and arrive at a satisfactory implementation plan. world.
We implement a customized approach to financial planning that focuses on helping you clarify your goals, plan for the future, and build a legacy. Our Certified Financial Planners become your personal resource and understand that no one individual or family is the same. This is why we take the time to get to know you, determine how we can help, and identify with your concerns as well as your goals. It is through this discovery that we offer comprehensive solutions that alleviate these concerns and move you towards your goals. Personal financial planning is a comprehensive solution that requires a complete approach because of the wide range of considerations involved in completing your financial plan. However, it is our job to simplify this process by asking the right questions in order to identify and propose the best recommendations and results. Our planning process reviews the following areas to help you plan for the future.
Capital Investment
How well you invest will dictate the resources you have available to meet your objectives and goals. This is why it is imperative that our advisors know your goals as we craft your plan because these will influence how we invest your portfolio. It is through our investment analysis process that we will determine if your existing portfolio is inefficient or suitable for you. In analyzing your investments, we review all of your accounts to summarize your allocation between equities (stocks), fixed-income (bonds) and cash.
These include your personal and work retirement accounts, taxable investment accounts and cash reserves in savings and CDs. Next, we review your specific investments to verify the quality of the investments as well as how much risk is associated with the underlying investments. Ultimately, our investment decisions and recommendations will help build you a portfolio that:
- Generates enough income you can live off of in retirement
- Offers growth potential so that it appreciates
- Reduces security risks through diversification
- Allows you to sleep at night
Our investment planning process makes it possible to choose the most suitable investments for you. Unlike many of our competitors, we do not offer a cookie-cutter investment proposal with our financial plans, but rather a customized portfolio that is designed to meet your specific goals and objectives.
The only certainty in the financial markets is that they are uncertain. For most investors, this causes confusion, intimidation, and frustration when it comes to investing for the future. Our job at ABM financial mangement limited is to alleviate this concern and bring clarity, confidence, and purpose when it comes to your portfolio. Over the years we have found our global perspective helps both in the short and the long-term as you reach your goals and plan your legacy. We share a similar investment philosophy. This investment principle combines an array of alternative investments with traditional investments, such as equities and fixed income. This approach offers opportunities for account preservation, income, and growth. We have implemented this approach through our collaboration with our esteemed partners as our custodians. Their comprehensive platforms combined with our investment knowledge offers our clients 24/7 access to their investment portfolios as well as an investment infrastructure to think outside the box to continue to meet your unique investment needs.
Investment Advisory Services
ABM Financial Management Limited, is the home of discerning investors. We offer independent financial advise and assist them to make sound investment decision from the array of investment opportunities available. We are structured to render personalized services to our clients thereby ensuring safety of capital, adequate returns on investments and liquidity at all time.We work time and again for the same clients, helping to build their business and its value but also on single transactions basis.
Our Corporate Finance professionals provide a full range of M&A and Investment Advisory Services services, from acquisitions and disposals, through to equity and fund raising across all industry sectors, to corporations, private equity firms, public sector bodies, sovereign wealth and other investment funds. You will appreciate the value in our services as we bring to you resources from our international network of Investment Advisory Services advisors. Our team has strong industry focus and business relationships, as well as local market knowledge backed by a proven track record of advising corporate clients and institutional investors.
Our Corporate Finance department, through their integrated approach to transactions help you to maximise the value of your business. We provide corporate finance and advisory services across a broad range of industries and sectors and we use our experience to deliver a successful outcome for our clients. We work with a number of new I.T. and other business start-up incubator units so that these fledgling businesses can have the best chance of success. Our team of dedicated Investment Advisory Services professionals are passionate about working with forward thinking individuals and providing them with the independent advice needed throughout the equity lifecycle. Specialist sector knowledge also allows us to deliver key commercial insights which may not be readily available elsewhere.