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Wealth Managementy

Wealth Management

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    The Right Approach For Profitable Income

    Whether you are looking for someone to manage your existing portfolio, or would like to set up a new investment policy, we can help you.

    We are trusted to deliver actively managed, tax-efficient portfolios to our clients. Our service is flexible and applicable to almost any investment medium, including offshore bonds, regular saving plans and pension policies.

    With a 16 years history and a network of clients in over 3 states ( Asia , Europe and the middle east) , Incredit fx has extensive experience managing the wealth of high net worth and ultra high net worth individuals.

    Incredit fx leading Wealth Management programm

    Our global strategy is centered on strengthening Incredit fx leading Wealth Management programm while integrating and finding synergies among the Investment Bank and Global Asset Management divisions to deliver outstanding solutions for our clients.

    see the chart the “ generation Algebra” shows dynamic of wealth dilution

    The Incredit fx Wealth Management approach is based on the trusted relationship of our Financial Partners and their clients. Our experienced Advisors are committed to understanding clients’ needs and delivering insightful, informed advice to help them realize their dreams.

    Clients Network :

    Multigenerational families

    From managing family wealth dynamics to business succession and financial literacy, Private Wealth Advisors guide wealthy families in their efforts to preserve their financial success and legacy


    Our entrepreneurial clients benefit from our experience working with owners, potential buyers of their businesses and professional networks. We exhaust all avenues to connect you with the leaders and decision-makers who bring a unique vantage point to business expansion, sale or acquisition

    The Process:

    Over a series of meetings, the adviser helps the client establish the best investment solution for their own personal objectives and situation, or reassess their existing one. This will include analysing the term over which the policy will run, the contribution level and the most effective investment vehicle. The adviser will also explain and assist the client to identify the level of risk exposure they are comfortable with, so that the right strategy can be chosen.

    Once a plan has been drawn up and agreed with the client, the adviser will hand over the portfolio management to the Investment Manager.

    The establishment of a plan is by no means the end of the adviser’s role, as he/ she remains the client’s primary contact and provides regular servicing, and also coordinates communication between the Investment Manager and the client. All three parties work together on achieving the client’s ultimate goals.

    Our Approach

    Our approach can be summarised by these six key steps:

    • Investor profile identification (fact find & objectives; risk profiling; product, term & premium)
    • Investment strategy formulation (Cautious; Balanced; Growth)
    • Asset allocation (cash; bonds; equities; alternatives)
    • Portfolio construction (quantitative & qualitative analysis; fund selection)
    • Continuous management (ongoing monitoring; transactions: dealing, switching, rebalancing)
    • Regular reporting.

    A Dedicated In-House Investment Manager

    The financial adviser’s role is to understand the client’s current situation, assess his or her goals and objectives, analyse the gap between the two and finally deliver a structure to bridge that gap. Advisers typically cover a wide spectrum of areas, such as retirement planning, protection, estate planning. Still, when it comes to investments, whilst they need to have a good understanding as to how this fits with financial planning and be up to date with the investment world, advisers are not and should not be seen as investment managers. We firmly believe it is not an adviser’s job to research, pick and trade funds for their clients. It is a full-time activity that requires thorough involvement on a daily basis.

    This is why we employ a dedicated Investment Manager to work with both advisers and clients, to design suitable portfolios, oversee and adjust them on a regular basis. This proves to be the best of both worlds: on the one hand, communication between the client, the adviser and the Investment Manager is easier, so portfolio objectives are always accurate. Whereas, on the other hand, the Investment Manager has the expertise and time to independently choose the right strategy and individual investments.

    Should you have any Questions or inquiries in this type of investment , feel free to contact us

    Incredit fx Offers one type of an account

    To all our clients , with its great history relation with the its partners in the swiss Banking field , we have developed a great solution for net worth investors and high individuals and hedge funds entities.





    8.3M+FX Managed
    900K+GOLD Investment
    3.5M+Wealth Management

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