PASHA Private Banking offers its clients a range of investment and advisory services, from active portfolio management to providing advice and risk analysis for clients who prefer to have a more hands-on approach to their portfolio management. We provide investment advice in cooperation with our international partners, including brokerages, asset managers and other specialist financial institutions in London, Geneva and other financial centres. Your designated investment manager will work with you to create tailored investment solutions, based on the end result you are seeking and the level of risk you are comfortable with.
Whether you have acquired your wealth through a successful business career or through inheritance, wealth planning is crucial for protecting your assets. PASHA Private Banking provides a wealth advisory planning service with trusted advisers who, through regular planning meetings and on-going support, will help you to preserve and grow your wealth for future generations.
Clients can take a more hands-off approach to their portfolio management through our discretionary investment management service. By choosing this service, you hand the day-to-day management of your portfolio over to the dedicated investment manager. Investment decisions will be made on your behalf based on your desired risk/return profile and performance of the portfolio will be reported back to you on a regular basis. Our investment managers are highly experienced professionals, and so you can rest at ease knowing that your investments are in capable hands.
Our non-discretionary investment management service is best suited to more experienced investors who wish to play a more active role in their portfolio management. With this service, clients contact their investment manager to discuss investment options, and no transactions are carried out without the client's approval. For highly experienced investors who do not need the counsel of our investment management team, we can work on an execution only basis. Whichever option you choose, we will report to you regularly on the performance of your portfolio.