Investment management

Investment management

Invested in you

Your investments actively managed for optimal performance.
Our investment management service isn’t just designed to help you achieve you financial goals; it’s designed completely around you, your immediate and long-term goals, your attitude to risk and even how comfortable you are with making investment decisions.
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Our investment approach
Once we’ve got to know you to understand your needs, we will identify the most appropriate investment service and recommend a portfolio tailored to your overall wealth plan. This will typically involve identifying one of five Investment Profiles that is most appropriate for you, in order to create an investment plan that is adaptable and reflects your attitudes and aspirations.
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As involved as you want to be.
How your investments are managed on an ongoing basis is also up to you. We will take the time to understand your level of expertise and recommend an investment service that is aligned with how much interaction you and your investment manager have. You can choose to let your investment manager take care of your portfolio, or you can decide to be more involved in making day to day decisions, by having each recommendation referred back to you before being executed.
Doing the research.
To ensure all our recommendations and investment decisions are made in a sound and consistent way, our Investment Office handles all incoming economic data, research and analysis. They perform due diligence on and approve the individual components of our client portfolios.
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What's in your portfolio.
Our Investment Universe consists of a range of investment types and asset classes, each with their own benefits and risk potential which your investment manager will explain and discuss further with you.


These include:

  • Equities
  • Fixed Income
  • Bonds
  • Cash
  • Collectives
  • Alternatives
  • Structured Products
Your finances at your fingertips.

Our app MyElbin Capital & Insurance (may vary per country) provides you with instant online access to your investment portfolio, allowing you to access information and check valuations. This is of course in addition to regular personal updates from your dedicated Client Advisor.

Regular contact is key to what we do, not only to keep you up to date with your wealth performance, but also to ensure any changes in circumstances are reflected in your investment choices. By letting us know if your financial situation, appetite for risk, time horizon or income priorities change, we can adapt our approach and your investments to suit your new goals.

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Wealth Planning
Wealth Planning

Making the right decisions now can bring peace of mind of a clearer future for you and your family. Together, we'll create a wealth plan that goes beyond simply finances, taking care of what really matters in every aspect of your life.

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Sustainability matters
Sustainability matters

At Elbin Capital & Insurance we are changing the way we invest, and what we invest in, so together we can change the world for the better. We follow a sustainable approach that will only seek to expand on your investment opportunities, not reduce them.

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Insights
Insights

Here you will find stories that inspire and inform. Access the latest investment views and financial market insights. News from the world of Elbin Capital & Insurance and about the topics that matter.

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