THE FOUNDATION OF EFFICIENT INVESTING
Research serves as the foundation of what we do. For us to be able to provide the best and most suited strategy for your portfolio, we aim to work only with the most qualified and capable professionals.
To determine the best options in the market, our research-and-analysis teams work hand-in-hand with our account managers to assess your investments and offer valuable insights into the securities you have chosen.
To assure that you always receive up-to-date information pertinent to your portfolio, our research teams will deliver fresh and consistent confidential reports, including recent developments and market patterns affecting you and your investments.
INDIVIDUAL STOCK ANALYSIS
We provide individual stock evaluation for Developed Market as well as for Emerging Market equities. Our team can develop an equity-model portfolio customized to fit your needs and help you come up with educated investment decisions.
Furthermore, all securities analyzed are converted into holdings within our Discretionary Portfolios. Our equity research is also strictly managed by the Structured Products team by consistently covering stocks designed using derivative structures.
SPECIALIZED RESEARCH TEAMS
MWI Consultants advisory teams consist of expert financial professionals with broad institutional research experience. We pay close attention to your requirements and provide simple, direct recommendations on the best-suited strategy for your individual situation.
To assure that we obtain the most relevant and well-informed macroeconomic perspective, we collaborate with specialized analysis teams in various sectors. This serves as the foundation of all of our recommendations, whether we deal with bond, equities, funds or alternative investments.
We likewise take full benefit of the knowhow and experience of third-party industry leaders in order to provide you regularly with the broadest possible access to expert advice, while at the same time acquiring the excellent insights.
CLEAR, TRANSPARENT, UP‐TO‐DATE ADVICE
We appreciate how important it is for you to know your portfolio is under the expert and attentive care of qualified managers. Hence, we assure our clients that all research and analysis data are provided to you using clear, transparent and uncomplicated manner.
We also aim to identify the primary options, trends and developments that affect you. Our team will collate and analyze information pertinent to any possible traded asset type in order to make sure that you obtain only the freshest and relevant advice.