Services | Billionz

We have been trusted advisors to the world’s biggest companies, and we continue to grow with the help of more than 20,000 people in our global network

Multi-Family Office Wealth Management

We thoroughly understand the family’s long-term financial goals, risk tolerance, and wealth management objectives. Based on this, we craft a comprehensive investment strategy that addresses all key aspects of wealth preservation and growth, including asset allocation, risk management, and diversification across multiple asset classes and instruments.

Corporate Surplus Fund Management

We begin by conducting a thorough assessment of a company’s risk appetite and liquidity requirements. Based on this comprehensive evaluation, we develop a detailed investment policy addressing key aspects such as credit risk, duration risk, reinvestment risk, and liquidity risk.

HNIs & Ultra HNIs Wealth Management

We offer personalized wealth management strategies designed to reflect the unique financial aspirations of High Net-Worth Individuals (HNIs) and Ultra HNIs. Utilizing the Multi-Asset and Multi-Geography Portfolio Management approach, we craft customized portfolios that align with specific risk and return preferences.

Investment Policy

We specialize in providing tailored Corporate Investment Policy services that empower businesses to effectively manage their investment portfolios, maximize returns, and mitigate risks. Our team of experienced professionals works closely with your organization to develop comprehensive investment strategies aligned with your financial goals, risk tolerance, and regulatory requirements.

Why Choose Us

Risk-adjusted returns

Our investment philosophy centres on delivering superior risk-adjusted returns. We prioritize strategies that balance potential rewards with measured risk, ensuring sustainable wealth creation for our clients. By leveraging robust analytics and disciplined risk management, we aim to achieve consistent performance while safeguarding against undue volatility.

Multi-asset & Multi-geographic approach

Our investment philosophy emphasizes the importance of diversification for achieving sustainable growth and stability. We construct portfolios that span multiple asset classes and geographies, capitalizing on global opportunities while managing risks effectively. This strategic approach enables us to deliver balanced and resilient solutions, tailored to meet the dynamic needs of our clients.

Comprehensive support

From strategy development to performance monitoring, we provide end-to-end support to ensure your corporate investment strategy is effective and sustainable.