What is asset/wealth management?

Asset/wealth management is the practice of increasing total wealth over time by acquiring, holding and trading investments that have the potential to appreciate in value. Wealth managers are portfolio managers and financial advisors. Their goal is to maximize the value of a portfolio over time while maintaining an acceptable level of risk. Asset managers conduct rigorous research using macro and micro analytical tools. This includes statistical analysis of current market trends, review of company financial documents, and anything else that contributes to the stated goal of increasing the value of a client’s assets.

Asset management companies manage money for individuals and companies. The most common clients are wealthy individuals and institutions.

What assets does Lloyd Asset Management manage?

  • Global justice
  • International Justice
  • Emerging Market Equities
  • European Justice
  • Asia Pacific Equities
  • US stocks
  • Convertible car
  • Stable income
  • Property
  • Multi-asset

how can we help you?

Contact us at the Lloyd Asset Management office nearest to you or submit a business inquiry online.