Investment Management
Flexible and diversified discretionary investment management for global investors with an interest in technological progress.
A bespoke approach to
discretionary investment
Our investment process is designed to create an investment portfolio that is right for each client, and to adapt it as your life circumstances change.
We advise all of our clients on sound investment practices and governance and explain why they are important. Diversification across asset classes, underlying instruments and geographical focus is the cornerstone of our efforts to mitigate risk and ensure capital preservation even in adverse market conditions.
Our Investment Process
Investment objective setting
Our new clients work 1-on-1 with a dedicated relations manager to ascertain your investment objectives to give you a realistic picture of what you can achieve with Affinity Tech.
Your investment objectives and risk appetites will be the foundation upon which we will manage your assets and suggest new opportunities.
As your circumstances change, our team will adjust their management accordingly.
Strategy formulation
We will perform our research and due diligence and propose an investment strategy with an asset composition that we believe matches your desired objectives and requirements.
We formulate the investment mandate and risk profile that will form the basis of our ongoing active asset management.
Strategy formulation
We will perform our research and due diligence and propose an investment strategy with an asset composition that we believe matches your desired objectives and requirements.
We formulate the investment mandate and risk profile that will form the basis of our ongoing active asset management.
Asset allocation
This is a long-term ongoing process where our investment team allocates greater resources from assets that are expected to increase in value and withdraws it from assets that are expected to depreciate.
Our investment team ensures that your assets are always allocated within your portfolio specification. Assets are managed in accordance with fluctuating market conditions and economic cycles.
Monitoring & Review
Performance is assessed in an ongoing basis to compare actual returns with expectations and benchmarks. We also monitor whether the underlying risk profile of your investments have changed and adjust your portfolio composition to better match your current requirements.
Formal reviews are conducted and reported on a quarterly and yearly basis.
Monitoring & Review
Performance is assessed in an ongoing basis to compare actual returns with expectations and benchmarks. We also monitor whether the underlying risk profile of your investments have changed and adjust your portfolio composition to better match your current requirements.
Formal reviews are conducted and reported on a quarterly and yearly basis.
Involved in the industries we invest your capital in
Our involvement in the same industries as our clients sets us apart. We make investments in accordance with the advice we give our clients. We don’t invest your wealth in an industry or technology we would not invest our capital in.
Our research, due diligence and monitoring is conducted with as much care and close attention as if it were our own capital being invested because, in fact, it is invested.
Contact Us To Get Started
Book a meeting with one of our senior staff to find out more about how we can help and answer any questions.
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Email:
info@affinity-tech.com
Koningin Juliana Plein 10
2595 AA, The Hague
Netherlands
Chinachem Tower 34-37
Connaught Rd Central
Hong Kong
© Copyright 2023 Affinity Tech
Quick Links
Home
Company
Our Investments
Our Services
Contact
Contact
Email:
info@affinity-tech.com
Koningin Juliana Plein 10
2595 AA, The Hague
Netherlands
Chinachem Tower 34-37
Connaught Rd Central
Hong Kong
© Copyright 2023 Affinity Tech