Investment Management

Weybridge Assets, with 20 years’ expertise in the financial markets, is offering a comprehensive investment management solution and investment products across all major asset classes to a diverse set of institutional and individual clients.

Our experts provide guidance to a client’s financial decisions, enabling to achieve stable financial and life goals. We also assess client’s risk tolerance level, examine current financial status, and identify a strategy to fulfill goals.

We provide a comprehensive research-based advisory along with convenient and personalized investment execution. We offer various products, ranging from equity, mutual funds, derivatives, commodities, structured products. It is a unique service aimed at transforming clients’ wishes into reality.

  • We provide clients with customized and innovative solutions that address their distinct needs;
  • We offer clients in-house research and market insights in an ever-changing macro environment;
  • We identify market opportunities and invest on behalf of our clients within a world-class risk framework.
The Management Of Your Wealth

Our expertise, combined with our financial research, compliance and administrative divisions, ensures that your unique financial position will be fully understood and comprehensively managed by your dedicated investment manager.

A relationship with Weybridge Assets private investment manager begins with a conversation. We ask about client’s goals and help evaluate them. We analyze each client’s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable investment management plan.

Discretionary Investment Management (high net worth clients)

This allows managers to immediately execute a wide range of investments without having to encumber investors with paperwork for individual trades, allowing us to respond quickly to economic and market changes and to capitalize on opportunities. Investors are freed from the day-to-day administrative process of wealth management to be able to focus on other priorities. When we work on discretionary bases, we agree with the client on a number of factors (income, tolerance of risk etc.) before we begin to invest.