Investment Management

What is Investment Management?

Investment Management is the process of plotting a course through the unpredictable changes that characterize the business of accumulating or preserving wealth. Castle Trade International provides high-grade Investment Management services to individuals and families. We offer a number of options for clients to choose from dependent upon their personal circumstances.

Discretionary Services

Our discretionary investment management option is particularly appealing to those wanting to retain oversight of their finances, but may not possess the understanding or skill to manage their own portfolio effectively. This can be the case for a number of reasons including leading busy lives, travelling or a preference for a less stressful existence.

Bespoke Discretionary

The Castle Trade International bespoke discretionary option – as its name implies – can be designed and constructed to match the lifestyle and investment return needs of the client's individual circumstances. For example, a portfolio can be created to accommodate regular redemptions in order to pay for tuition fees or an increased risk profile to attempt to accumulate higher capital sums at a specified future date to, perhaps, purchase a retirement annuity.

What are the benefits?

  • Client investments are managed by a highly-qualified investment manager.
  • The portfolio is managed in line with the client's objectives and risk profile.
  • The portfolio can be configured to eschew sectors you do not wish to be invested in for ethical reasons; armaments or tobacco, for instance.
  • Investments are made in a timely fashion meaning there is no delay between deciding to invest and actual execution as can be the case with other options.
  • A complete valuation and performance review is produced at regular intervals or at client-specified intervals.
  • Clients can view the composition, allocations and valuations of their portfolio online using our client web access system.
  • Clients have unfettered access to their personal investment manager
  • Stocks retained in the Castle Trade International nominee account protects against the loss of important documentation.
  • Minimum portfolio capitalization $100,000

Advisory Services

Our advisory investment management service caters for those clients who prefer to keep more of a "hands-on" approach to managing their wealth. This could be because of a deeper level of understanding of the financial markets or, perhaps, a greater availability of time to actively focus on their wealth accumulation or preservation.

Value Portfolio

The Castle Trade International Value Portfolio option is geared towards the creation and preservation of wealth over medium to long-term time horizons and exhibits risk characteristics best described as medium level. This portfolio is diversified geographically and seeks to gain exposure to emerging and frontier markets whilst relying on mature markets to provide a greater element of risk protection. Asset allocation will typically reflect Dow Jones/S&P500/FTSE100/250 stocks, corporate bonds as well as Sensex/Hang Seng/SET/TAIEX equity holdings and emerging nations' government debt.

What are the benefits?

  • Clients are kept apprised of the portfolio's performance on a monthly basis.
  • Client portfolios are managed by a qualified member of the Castle Trade International investment management team subject to the oversight of the investment committee.
  • Clients are provided with direct access to the Value Portfolio investment manager and can discuss any issues or concerns with them.
  • Investments are made subject to client approval.
  • Clients can view the composition, allocations and valuations of their portfolio online using our client web access system.
  • Stocks retained in the Castle Trade International nominee account protects against the loss of important documentation.
  • Minimum portfolio size: $10,000.

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Investment Management

Investment Management is the process of plotting a course through the unpredictable changes that characterize the business of accumulating or preserving wealth.

Our Process

The Castle Trade International proprietary process is essential in helping us to establish a clear direction for our client's financial future.