Good reasons why to choose Provident Investment

• With our extensive experience, education and healthy curiosity, we have the necessary skills to increase the value of your assets.
• Each client has a personal advisor to ensure all the relevant specialist knowledge is readily provided.
• Our independent status and comprehensive international selection of investments gives us the freedom of choice to always meet our clients’ current and future needs.
• In this complex and ever changing financial world, our experts strive to make the difficult simple and more easily understandable so that you feel fully confident in the decisions you make.
• We meet regularly with you so that we have a clear picture of your changing needs and preferences. This close cooperation lets you rest assured that we are looking after your investments – while you focus on the success of your business.  

It is our mission to unfailingly persist in increasing the value of our clients assets while at the same time, always protecting their wealth.

Discretionary Asset Management

Adopting the discretionary approach means that, having agreed the investment strategy you want to follow, you delegate the day-to-day investment decisions relating to the portfolio to us. This is ideal if the client does not have the time or resources to commit to researching and monitoring the global financial markets by himself.

Advisory Asset Management

If our client has a keen interest in the financial markets and would prefer frequent contact with our investment management team, an advisory approach to managing your investments might be more suitable.

Advisory asset management is suitable for those clients who wish to manage their portfolio either on their own or with their chosen asset manager, while, at the same time, benefiting from the professional advice and experience of our analysts and portfolio managers.  

The client proposes an investment strategy in any asset category and, under the client's mandate; we proceed to an in-depth fundamental analysis of the assets chosen. The company´s investment advisory teams also review any stock picking as well as market-timing opportunities. Finally, the client receives our advisory proposal keeping in mind that the final decision always remains theirs.

Our advisory asset management team is an entirely separate department within the company, devoted exclusively to advisory clients. In this way, clients are able to take advantage of the company´s financial and analytic experience and knowledge.

Developing the strategy that's right for our client

To ensure all aspects of our clients investments are managed efficiently, we bring together specialists from banking, investment and insurance background. Before recommending an investment strategy we take the time to understand your circumstances, investment goals and risk profile.

We then work closely with you, to help formulate an ideal investment approach. Our Multi-Manager portfolios can help you draw on the expertise of our investment managers. And naturally, whenever your circumstances or market conditions change, we'll make sure that the investment strategy does too.

Thanks to regular performance updates, valuations and ongoing contact with the investment management team, you are kept up-to-date with how your investments are performing.