Investments

Discretionary Portfolio Management

By entrusting us with your wealth, our teams of investment specialists in Switzerland, Lebanon and Saudi Arabia will assess global market conditions and opportunities on a regular basis to make the investment decision that best fits your profile and particular needs. As such, Discretionary Portfolio Management handles all risk profiles (namely conservative, balanced, growth and aggressive) with a robust approach and a high-level customization to meet your specific requirements.

This service is offered in major currencies
• To create a value-added sustainable investment strategy, our experts collaborate with you to:
• Help you identify and set your financial objectives with a proper assessment of your risk profile;
• Design a performance-driven investment plan to best allocate your assets for a diversified portfolio;
• Stay abreast of global financial trends, monitoring performance, assessing risk over return and rebalancing the portfolio according to market fluctuations

Moreover, our specialized Audi Capital team in Saudi Arabia offers the Discretionary Management service with a focus on personalized investment opportunities in the Middle East and North Africa (MENA) region, in full accord with your needs and investment guidelines, to help you secure all your financial goals

Investment Advisory

Benefit from our specialists’ expertise through the Investment Advisory service that keeps you actively involved in the investment decision. With access to our full range of strategies and tools, you will receive recommendations, through a tailored consultative approach, while having full control of your portfolio.

This service covers all asset classes namely equities, fixed income securities, foreign exchange, precious metals, options (forex and equities), other derivatives, funds, ETFs , real estate investments, capital guaranteed notes, structured products and tailor-made strategies.

Lombard Credit/Loan Facilities

If you wish to leverage your portfolio, you can have access to Lombard credit and loan facilities at competitive rates.

Trading

Trade Execution

In a world of complex transactions, you can enjoy privileged access to the trading desks where you can control and have your trade orders executed directly and conveniently by professional traders. With exposure to worldwide leading financial markets, this service covers all asset classes namely equities, fixed income securities, foreign exchange, precious metals, options (forex and equities), other derivatives, funds, ETFs, guaranteed notes and tailor-made strategies.

Foreign Exchange and Precious Metals

Our experienced team of traders in Switzerland enjoys direct access to major currencies and precious metals markets. They can deal swiftly spot, forward and swap operations, in addition to options (plain vanilla and exotic). They are also experts in recommending sophisticated forex strategies in major currencies.

Fiduciary Deposits

You can access selected first-class international banks for interbank fiduciary deposits, either in traditional markets or in more specific ones (Lebanon, Turkey, etc.).