Wealth

Management

Wealth Management

We Believe In

Investment Performance being paramount

Best-in-class investment advice and solutions

Strategic and Tactical Allocations

In-house and external products

Transparent fee structure

AOP Capital provides experienced Private Advisors and their clients plus select Family Offices a regulated platform from which to manage their investments. We have model portfolios across most asset classes, in addition to a mix of approved products to suit investor’s needs.
Our Investment Process and offering is managed by our Wealth management CIO who is available to assist advisors and their clients with wealth management and portfolio construction.

We work collaboratively with our clients and external CIO office on Asset Allocation, tactical calls and portfolio construction.

Bespoke portfolios are subject to Assets Under Management.

This inhouse expertise enables us to develop Discretionary Portfolios to suit the market conditions and client needs.

Services

Discretionary Investment Mandates

We work collaboratively with our clients and external CIO office on Asset Allocation, tactical calls and portfolio construction.

This inhouse expertise enables us to develop Discretionary Portfolios to suit the market conditions and client needs.

Bespoke portfolios are subject to Assets Under Management.

Advisory Services

Alternative Investments and Opportunities:

  • Co-investments in both Private and Public companies
  • Seeding terms for fund and investment strategies
  • Access to a wide network of deal flow from the AOP network

Fiduciary & Other Partners:

AOP Capital has a wide range of partners to support client wealth planning objectives.

We have a diverse yet limited number of custodian banks

For further enquiries, please contact us