Portfolio Management

Investors delegate investment decisions to Finway, we will design a tailored portfolio and manage it according to their investment objective and preferences as planned.

Through our specialist expertise and multi-year experience we can manage portfolios fit for all investment objectives, from wealth preservation to income generation and capital accumulation.

We manage both Single and Multi-asset portfolios, tailor made to investor’s preferences. Our solutions are available in most major currencies.

Portfolios are managed according to the firm’s investment philosophy and the investor’s risk profile. Finway has a structured investment process that begins with the analysis of trends in global economies and markets, moving to more specific factors such as valuation and sentiment.

Portfolios are constructed by considering all investment instruments and by having an open architecture approach. The investor can further customise the portfolio by applying restrictions. The portfolio style and bias is adjusted accordingly to reflect the firm’s investment views.

We offer regular and ad hoc reporting possibilities as well as direct communication in order to examine the performance and review the investment strategy.