Financial Advisers
At Avivas Asset, we focus on building long-term partnerships with a select group of high-quality financial advisory firms, offering the tailored support their growth requires.
Our Commitment to Financial Advisors
At Avivas Asset, we partner with financial advisors to provide customised investment solutions, supporting their growth while enhancing client investment strategies. Our multi-asset approach ensures tailored, risk-managed portfolios that align with their advisory goals.
Tailored Investment Strategies
Long-Term Partnerships
Risk-Managed Portfolios
Expert Advisory Support
20+
Years of Experiences
Our Strategic Approach
At Avivas Asset, we build long-term partnerships with financial advisory firms, providing tailored multi-asset investment management to enhance their client solutions and business growth.
Our Multi-Asset Services Include:
Partnering with Avivas Asset Management
At Avivas Asset, we work closely with your leadership and investment teams to create customised funds and model portfolios while ensuring strong management, compliance, and oversight.
Our flexible services are designed to fit seamlessly into your existing investment strategy with minimal disruption. You retain full ownership of your client relationships-we’re here to support, not compete.
Our Services for Financial Advisers & Wealth Managers:
Our Investment Process
At Avivas Asset, we work closely with your investment team, committee, and risk partners to create customised multi-asset solutions tailored to your business goals and client needs. Whether through active, passive, or blended strategies, our flexible approach ensures every investment plan is built to fit your unique objectives.
Our process is driven by dynamic asset allocation, starting with setting asset mixes based on global market insights. We carefully select skilled fund managers and build portfolios designed to match client risk profiles and deliver strong, long-term returns.
To keep investments on track, we actively monitor and adjust portfolios as markets and economies evolve, helping you manage risk and achieve lasting value.
Creating Collective Funds for Your Centralised Investment Process
Creating Collective Funds for Your Investment Strategy
Financial firms with a Centralised Investment Proposition (CIP) can enhance their offerings by establishing collective investment funds, improving efficiency and structure.
Expert Guidance for Fund Creation
At Avivas Asset, we help design and manage fund ranges, ensuring seamless integration with your CIP while minimising disruption.
Streamlined Fund Management Support
Partnering with an Authorised Corporate Director (ACD) simplifies fund operations, and our "design, build, and manage" service ensures a smooth setup process.
Benefits for Your Clients:
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