Asset Management
Asset
Management
No one can predict the future. And often things don’t go as planned. The common thread in your life is based on change. Change at work, your personal life, planned change or unexpected change.
Wealth Management
At IBS, we specialise in investments across stocks and bonds, working collaboratively with our clients to establish tailored investment profiles. Our strategy is anchored by three fundamental principles: we are committed to active investing, prioritise comprehensive risk management, and adhere strictly to socially responsible investment practices.
Fiduciary Advice
Fiduciary Management is the perfect service if your institution has complex assets, as our fiduciary manager is there to take a great deal of the work off your hands. You remain responsible at the end of the day, but you have the peace of mind and time to be able to fully focus on your institution’s mission.
Wealth Coordination
Having significant (family) wealth comes with great responsibility. The challenges can also be complex. The cohesion between all your investments and underlying cash flows may sometimes be lacking, and the need for a comprehensive strategy for your entire wealth increases.