Stuart Investments

Our investment strategy is based on the best possible balance between capital protection and growth leading to inter-generational wealth. Always looking towards the future, our asset management professionals provide comprehensive and tailored wealth management services while building long-term relationships with each and every client.

 

We create customized portfolios adapted to meet clients’ objective of income and tolerance to risk while providing exceptional service in the client’s mother-tongue.

Independence and Stability

Stuart is privately owned and owner-operated. Our independence from any banking distribution network allows us to focus on satisfying our clients first and defending their interests. We take a long-term investment approach, balancing diversification and stability in portfolio allocation in order to reduce client risk and service clients across generations.

Innovative thinking

Stuart’s culture of innovation and extensive market knowledge allow us to provide trusted advice and sound judgment. We offer a wide range of relevant and innovative investment opportunities.

Compliance

Stuart’s partners and employees all share one belief: building a culture of compliance in every aspect of the Stuart process is the key to long term success. Stuart’s owner managers know that in today’s competitive world, ‘good compliance is good business.’

Stuart’s Wealth Management is also:

  • Trusting relationship with our dedicated Managers
  • Competitive fee Structure
  • Personalized approach in your own language
  • Multi-Currency capabilities
  • State-of -the-Art Technology
  • Market Information retrieval