Wealth Management

Investment Advisory Services

At Crossbridge Capital, we provide personalized investment advisory services, tailoring portfolio allocations to align with each client’s unique investment goals and risk tolerance. Our clients maintain decision-making autonomy, empowered by our expert guidance, which is underpinned by premier research and exceptional financial products. Our approach is comprehensive; we continuously monitor market dynamics and adopt forward-looking strategies to optimize portfolio growth, ensuring our clients are positioned to maximize returns under all market conditions.

Discretionary Portfolio Management

Our discretionary management service offers clients the opportunity to create a custom, separately managed account, facilitating direct involvement in the ongoing development of their investment portfolio. This service includes bespoke asset allocation and rigorous risk control monitoring, adhering to predefined risk-reward parameters, to craft a portfolio that truly reflects each client’s financial aspirations.

Risk Management Strategy

In our risk management practices, we assess investment risk through the lens of historical market volatility, recognizing that higher volatility presents both increased opportunities and risks. By diversifying across various asset classes and investment types with differing volatility profiles, we aim to mitigate risk while enhancing the potential for robust returns.

Fee and Cost Management

Understanding the significant impact of costs on investment outcomes, Crossbridge acts as a vigilant intermediary between our clients and custodian banks. Our role is to ensure that the expenses associated with investment products and banking services are diligently controlled and minimized, safeguarding your investment returns.