We provide tailored, wealth management solutions with a single, readily accessible point of contact.

We do this through four distinct services.

Our services

Our Discretionary Portfolio Management solution aims to take away the need for clients to make time consuming investment decisions and remove the emotional attachment from the investment decision by delegating the day-to-day management of the assets to our investment team. Edenhurst Capital aims to optimise returns that dovetail with the client’s risk tolerance and long-term investment objectives.

After thoroughly assessing the risk profile and return objectives of each client, a client will be assigned one of our five strategies (Fixed Income, Income, Balanced, Growth or Capital Gain). Using our modelling systems, we defined five different strategies that suit the differing risk tolerances and investment objectives of our clients. These strategies target different levels of risk and different outcomes.

We aim to optimise the returns by using dynamic asset allocation models where we will tactically change the weightings towards the different asset classes according to our growth and risk expectations to maximise long-return returns whilst limiting downside risks.

We provide professional, independent and reliable advice tailored to the investment objectives and risk profile of the client. Under the Non-Discretionary Advisory model, the client grants Edenhurst Capital and the relationship manager a limited power of attorney (LPOA) enabling us to access your portfolio and instruct the banking custodians upon your instruction.

Our investment team offers its combined experience in different asset classes and implementation strategies. Whether the client is seeking new investment ideas or products, is in need of more information on a specific asset or theme, needs to have the portfolio reviewed, or simply help on how to implement a certain investment, our team will be able to assist.

We monitor all investments closely and we provide portfolio reviews on a regular basis.

With our Advisory service, we provide professional, independent, and reliable advice tailored to the investment objectives and risk profile of each client. Every investment decision is taken by the client; hence our mission is to make sure our clients make the most informed investment decisions possible, highlighting the risks and offering our perspective.

Our investment team offers its combined experience in different asset classes and implementation strategies. Whether the client is seeking new investment ideas or products, is in need of more information on a specific asset or theme, needs to have the portfolio reviewed, or simply help on how to implement a certain investment, our team will be able to assist.

We monitor all investments closely and we provide portfolio reviews on a regular basis.

Under Execution-Only, Edenhurst Capital leverages its relationships with our market counterparties to provide execution to our client’s instructions. In this model, ECL is not providing any advice nor highlighting any risks, we are merely facilitating execution of the client’s orders.