We give your
wealth purpose.
Wealth Management
“The investment process is as disciplined as it is creative-ensuring tailored solutions with robust results.”
IWL is ideal for investors looking for more personalised advice, technology driven investing & decision-making, thematic investing and alternative asset classes.
We are uniquely placed to deliver outstanding services to clients in multiple languages, from a booking centre recognised for its stability and efficiency.
Our institutional partnerships provide the flexibility to offer domestic or international bookings. Our offering will include access to non-public instruments via feeder funds and fund of funds, such as private debt, private equity, property, mining, technology, oil and gas.
Discretionary
Portfolio Management
Place your wealth in the hands of an expert team with a proven track record, who will craft a portfolio and manage it on your behalf, in line with the level of risk you’re willing to take while aiming for higher returns.
IWL’s discretionary management is aligned with your risk profile, ensuring your portfolio is appropriately constructed to match your needs and meet your objectives.
Your portfolio manager will devise a bespoke portfolio, underpinned by a strategic asset allocation tailored to your specific requirements, now and as your situation evolves. The team combines extensive research and a disciplined investment process to maximise long-term returns.
This service is appropriate for investors wishing to delegate the management of their portfolio to a team of investment experts while focusing on other priorities.
Non-discretionary
Portfolio Management
Take advantage of Intrasia Wealth’s investment expertise, then make the final decision yourself. With our non-discretionary service, you have the last word on where your money is invested.
Our strategic recommendations are always based on your unique needs and circumstances.
Partnering with you, your Investment Adviser will provide tailored recommendations and guide your financial strategy to help you do the right thing, while you have the final say on all your investment decisions.
Working together, you’ll select investments from an extensive list of best in class securities and funds, all rigorously researched in-house. You’ll also benefit from bespoke investment products created just for you.
If you want more control over where and how your wealth is invested, then our Non-Discretionary Service is the right choice for you.
The Investment Philosophy
Based on quality growth, the investment philosophy comprises a top-down approach for fund selection, coupled with a bottom-up approach for stock selection.
Fund Selection
The fund selection process earmarks funds that adopt a long term buy-and-hold approach and seek to own concentrated portfolios of high-quality companies that demonstrate superior growth prospects and can generate high returns on capital over the long-term, while avoiding those that are capital intensive and heavily cyclical.
Stock Selection
These companies are selected based on:
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Company fundamentals (high profit margins and earnings growth)
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Sustainable competitive advantages (companies with strong pricing power)
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Low or no debt
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Attractive valuation (reasonable price earnings ratio)
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High barriers to entry (difficult to replicate, such as brands, patents, or networks)
We look for companies that do well in good and bad times and can help shield investors from volatile markets.
