Investment Strategies


We have a wealth of experience in investment guidance and asset allocation.

Our Financial Advisors are experts in advising you how to choose which assets to invest in, and we specialize in finding the perfect funds which meet your risk-reward criteria. We will also ensure that your portfolio accurately reflects your investment personality and is in line with your investment strategy.


Let us guide you and offer you a comprehensive choice of investment opportunities.


Equities – The easiest way to invest in the stock market and the easiest to follow on the various public stock exchanges around the world. We have extensive knowledge and experience across all the industry sectors and we keep a firm watch on global events in order to be able to accurately predict any shifts or significant movement in the markets. Equities can be high or low risk. We can offer investment opportunities in different types of stocks or shares:


  • Common shares
  • Convertible shares
  • Restricted stock


Fixed-Income securities – They represent low risk-low yield investment opportunities. They play an important part in a diversified portfolio since they offer capital protection and a reliable income stream, allowing independent investors to meet important financial obligations, such as mortgages or college funds. It should be noted that if they are sold prior to maturity they may actually pay back less than the initial investment. We can offer investment opportunities in different types of fixed-income securities:


  • Government bonds
  • Municipal bonds
  • Corporate bonds
  • Zero-coupon bonds


Alternative assets – These are assets which do not fall under the traditional asset groups and which normally represent high risk high reward investments. They are usually volatile and illiquid, and they quite often have prerequisite criteria which means that they are only offered to accredited high net worth investors who meet certain requirements. They also come with limited regulations, complex structures, and specific tax considerations. We can offer investment opportunities in different types of alternative assets:


  • Options
  • Commodities
  • Private Equity
  • Real Estate
  • Forex
  • Derivatives


Funds – The easiest way to invest in several different asset classes at the same time, thereby diversifying your portfolio, is by investing into a fund. Funds are expertly managed by specialists and they are designed to either show growth or income appreciation, or to produce capital preservation, or a combination of the two. There are different types of funds with different objectives, and we are experts at guiding you and offering you funds which will best serve your purposes. We can offer investment opportunities with various different funds:
Mutual Funds – you can choose between various different types of Open-End Funds, Closed-End Funds, or Exchange-Traded Funds
Hedge Funds – these are more high risk which often use borrowed capital, and we only offer these to our institutional entities or high net worth accredited investors.


IPOs – We make investing in IPOs easy and profitable. We believe that, with good information, research and analysis, and expert evaluation of global trends, IPOs represent the best way to achieve positive returns when buying stocks. We have a team dedicated to tracking global movements and dissecting company business track records and performance in order to predict the best IPOs to invest in. We have a long track record of identifying and then investing in the most lucrative IPOs, and we help many institutional investors and investment banks track, analyse and gain valuable insight into the global IPO market.


Real Estate for Expats – Investing into real estate by either buying somewhere to live or simply to rent out as an alternative income stream is even more complicated when you are an expat living abroad. Each country tends to have its own legal requirements, restrictions and regulations – such as not being able to own land unless you are married to a local citizen, or have a local citizen as a 50% partner, or you may need to offer substantial collateral – and it is difficult trying to navigate your way through these foreign laws. We have a team dedicated to offering advice on buying property as an expat, and we specialize in the Asia-Pacific region.


For further information and independent advice, please contact one of our Whitmore advisors.