Asset & Wealth Management
At Fortress Bank Asset Management, we provide investment products and services to private clients, financial intermediaries and institutional investors around the world.
Our offering includes: active, risk controlled and indexed investment management in equity and fixed income; asset allocation; risk and currency management; dynamic alpha strategies; advisory services; exchange-traded funds; hedge fund strategies including single and multi-manager investment areas and real estate. These investment management services are offered in the form of segregated, pooled and advisory mandates and through a variety of registered investment funds.
We provide solutions for the diverse needs of both our wealthy clients and those who aspire to become wealthy, enabling each individual to structure their finances as efficiently as possible.
Local delivery of our capabilities and services ensures we are able to bring the benefits of our global investment platforms and resources to clients in all locations.
Whatever happens in life, we can work with you to make sure that you and your family is provided for. Premature death, injury and serious illness can affect the most health conscious individuals and even the most diligent workers can be made redundant.
One important part of the wealth management process is to develop a protection strategy that continually remains relevant to your situation. We can help you put steps in place to protect your standard of living, and that of your family, in the event of an unexpected event. We achieve this by assessing your existing arrangements and providing you with guidance on how to protect your wealth and family.
If you require your money to provide the potential for capital growth or income, or a combination of both, provided you are willing to accept an element of risk pooled investments could just be the solution you are looking for. A pooled investment allows you to invest in a large, professionally managed portfolio of assets with many other investors. As a result of this, the risk is reduced due to the wider spread of investments in the portfolio.
Pooled investments are also sometimes called ‘collective investments’. The fund manager will choose a broad spread of instruments in which to invest, depending on their investment remit. The main asset classes available to invest in are shares, bonds, gilts, property and other specialist areas such as hedge funds or ‘guaranteed funds’.
Most pooled investment funds are actively managed. The fund manager researches the market and buys and sells assets with the aim of providing a good return for investors.
Unit trusts are a collective investment that allows you to participate in a wider range of investments than can normally be achieved on your own with smaller sums of money. Pooling your money with others also reduces the risk.
The unit trust fund is divided into units, each of which represents a tiny share of the overall portfolio. Each day the portfolio is valued, which determines the value of the units. When the portfolio value rises, the price of the units increases. When the portfolio value goes down, the price of the units falls.
Some funds invest in metals and natural resources, as well as many putting their money into bonds. Some offer a blend of equities, bonds, property and cash and are known as balanced funds. If you wish to marry your profits with your principles you can also invest in an ethical fund.
Alternatively funds invest not in shares directly but in a number of other funds. These are known as multi-manager funds. Most fund managers use their own judgment to assemble a portfolio of shares for their funds. These are known as actively managed funds.
Fortress Bank Securities Clearing & Settlement
- Fortress Bank provides clearing services, settlement and sub-custody services for any kind of security and fixed-income instruments.
- Securities lending and borrowing services is provided according to CFA agreement with the bank.
- Market Guide and News brief for customers for a prompt information on the daily market
- Experience full support for securities verification, settlement, registration, corporate actions, cash settlement, remittance and reconciliation.