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Risk Management

How your financial assets perform may have serious implications for your wealth or financial health of your business. Fiduciary Wealth provides a comprehensive range of risk management consulting solutions tailored to suit your wealth management needs. We work with private clients, fiduciaries, family offices and professional advisers in the design and execution of an investment portfolio performance monitoring function to oversee your investments and progress of your portfolio. Our business is to provide professional, objective and impartial investment advice on how to minimise risks and maximise investment portfolio performance. We offer a range of consultancy services as a complete package or on an “a-la-carte” basis.

  • Defining Investment Objectives

  • Client Risk Profiling and Suitability Assessment

  • Design and/or Review of Investment Policy Statement

  • Establishing Performance Benchmarks

  • Asset Allocation Modelling

  • Beauty Parade and Investment Manager Appointment

  • On-going Portfolio Performance Monitoring

  • Fee Negotiation and Agreement

  • Second Opinion

  • Protectorship


To speak directly to either a certified financial planner or investment expert or for further information Tel: +350 200 50982 or email wealth@fiduciarywealth.eu.