DISCRETIONARY
ASSET MANAGEMENT
With a Discretionary Mandate you delegate investment decisions to Arena Wealth Management. Discretionary mandates are comprehensive, focused on long term growth and success. Defining your investment profile. Your manager works with you to define a profile and strategy that is tailored to your specific situation based on your financial situation, risk tolerance, investment objectives and chosen investment horizon.
List of services
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CONSERVATIVEList Item 1
Return on capital with relatively low risk tolerance. Priority given to investments in fixed-income instruments or money market funds.
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BALANCEDList Item 2
Combination of fixed-income and growth-oriented investments with moderate risk tolerance. Investments weighted among various asset classes.
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GROWTHList Item 3
Growth of capital with elevated risk tolerance. Depending on market conditions, priority is given to equities, equity funds or alternative investments.
ACTIVE ADVISORY
Tailor-made investment solutions. Your needs are unique. Active investment advisory guarantees a tailor-made solution according to your own investment style and objectives. We construct a portfolio in line with your objectives, needs and risk profile.
List of services
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PROACTIVE ADVICEList Item 1
Individually and regularly delivered to you, based on your individual investment strategy.
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CONTROLList Item 2
We advise. You decide and always make the final investment decision.
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ACTIVE MONITORINGList Item 3
Ongoing monitoring enables us to actively support you in managing your portfolio risks and taking advantage of market opportunities. Thus, you achieve closer alignment of your portfolio with your investment strategy.
Combined Mandate solutions
List of services
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PROACTIVE ADVICEList Item 1
Combined mandate solutions consist of core and satellite investments and take account of clients’ individual needs.
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CONTROLList Item 2
The combination of individual portfolios thus results in an integrated solution that corresponds to clients’ desired risk tolerance and expected returns.
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ACTIVE MONITORINGList Item 3
The components include our Discretionary Mandates as well as active investment advisory, which can be used on a selective basis as supplemental investment components when constructing the portfolio.
INSTITUTIONAL ADVISORY
We offer Institutional Advisory services, starting with the needs of individual institutional investors, in terms of target return and risk profile. Our knowledge of operational issues and the diversification of investment styles enables us to offer a wide range of services, within a rigorous and methodological framework.
BROKERAGE
Arena's execution team are committed to providing the highest level of execution capabilities and have consistently proved the ability to source and place significant volume in securities.
CORPORATE FINANCE
Arena has successfully executed several high profile corporate transactions over the past years. We have extensive experience advising and supporting clients in the planning, negotiation, and completion of corporate transactions through our extensive international network.