Fusion Group has developed a comprehensive approach to understanding its clients’ financial circumstances and tailoring its services to their needs.
We believe asset allocation is the most important part of a successful investment strategy. One of our tenets is that focusing on asset preservations brings higher rates of return from a long-term perspective.
When deciding on a suitable asset allocation, we consider a client’s entire investment profile and align it with their specific needs, goals, time horizon, liquidity requirements and risk and reward expectations. In addition, Fusion’s specialists are happy to provide high-end research with insight into the global and local economic and market dynamics affecting our clients’ investment decisions.
Fusion’s Investment Committee brings together our senior investment specialists to identify new trends and provide a long-term view.
Once your long-term investment strategy is in place, you may also consider taking advantage of certain short-term, tactical opportunities as and when they align with your strategy. Our investment professionals can implement this process in the same way as it is conducted for institutional investment products.
Structured products and actively managed certificates (AMCs) are excellent tools for private clients that can deliver asymmetric returns or provide exposure to an investment strategy in a securitised investment product.
Fusion Group works with different issuers, from global banks to niche issuing platforms.