What is Asset Management?
It is the planning and management of the clients’ investments on their behalf while giving them access to a wide range of investment products that are not usually available to regular investors.
Credit Financier Invest s.a.l. always aims to be your number one choice for investment services by earning your trust and confidence. Our Asset Management department strives to deliver to its clients a wide range of high quality investment products & services. Our active division always aims to achieve solid investment performances on the long term satisfying clients’ needs while providing excellent client service.
Because at Credit Financier Invest we believe that our biggest assets are our clients, our highly experienced Asset Management team is always there to improve clients’ capabilities with an aim of increasing their profitability and reducing their risk.
How does it work?
CFI’s advisors partner with the client to understand his investment purposes, goals and needs as well as assess his risk tolerance. Once we understand the client’s needs, our experts work hard on creating a specially tailored asset management plan for a customized portfolio. We strive to offer our clients access to a wide range of funds across all asset classes and styles. That includes a variety of alternative investments like fixed income products, structured products, private equity, commodities, etc...
To learn more about our Asset Management services, fill out the contact form below and our experts will be more than glad to assist you: