In line with International Agreements signed between Inventure Group and 6 Global banks in Switzerland, France, UAE, and the UK, our wealth planning process is geared toward building performance-oriented portfolios around client’s needs.

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IWM was one of the leading companies that invested in the CIP (Citizen by Investment Programs) and has been actively working in Greece, Cyprus, Portugal, Moldova, Bulgaria and the UAE on the Golden Residency , Golden Visa and CIP programs on Corporate & Individual clients.

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Asset Allocation

Your asset allocation strategy will recommend a percentage-mix of equities, fixed income and, if appropriate, alternative investments, designed to help you reach your goals while respecting your tolerance for portfolio volatility.

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Asset & Wealth Management Strategy Recommendation

We evaluate the approaches and investment styles of each of our portfolio managers, recommending a selection of managers that we believe will produce an appropriate balance of risk and reward.We work in collaboration with Leading Global Wealth Management firm on need to basis, to promote jointly a genuinely superior service to private clients right across the investment spectrum.

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Our Investment Planning Services include:

• Global Wealth Management Strategy

• Investment Strategy / Risktolerance 

• Asset Allocation - Monitoring and Controlling 

• Portfolio Manager Selection & Oversight Performance Analytics

• International & localMortgages

• FinancialPlanning/TaxPlanning/FinancialAccounting&Administration

• Supervising of Trust Administration and Foundation Administration

• Supervising of Property

• Administrative Services/ Management / Cash Flow and Bill Paying

• Insurance Placement and Monitoring

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INVENTURE ATLANTIC FINANCIAL GROUP

Inventure Capital signed a JV agreement with Atlantic Financial Group to offer and manage its Wealth Management, Investment Banking and Financial Advisory and other services to Private & Institutional Investors and HNWI in Egypt & North Africa. Atlantic Financial Group has developed a unique offer of customized financial and advisory services for institutional investors, professionals in the financial sector and large private fortunes.

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At the crossroads of Merchant Banking, Asset Management and Wealth Management activities, Atlantic Financial Group has developed an innovative business model - unique for an independent player - allowing it to offer a wide variety of services based on the expertise of internationally recognized specialists in various fields of business: wealth management, wealth planning, cross asset financial research, structured products advisory, merger and acquisitions, private equity transactions, fund management and real estate asset management.

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OUR SERVICES

• Wealth Management

• Wealth services

• Structured products

• Financial research

• Mergers & Acquisitions

• Private Equity

• Real Estate Asset Management

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OUR OFFICES

France //  Monaco // Switzerland // Luxembourg // UAE // Egypt

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Perfectly adapted to respond to changes in our regulatory and financial environment, we offer you managed access to all international markets and investment opportunities, both listed and unlisted, thanks to our team of over 100 professionals, based in our offices in Luxembourg, Paris, Geneva, Zurich, Monaco, Dubai and Cairo.

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