Asset Management
With a commitment to satisfying the specific needs of individual clients, we offer specialized asset management solutions. We help our clients better identify opportunities and understand the risks in volatile markets.
Strategic partnerships with world leading financial institutions, foundations, and fund management companies allow us to make it easy for our clients to access proprietary solutions and exploit a wide array of investment ideas.
We provide advice on selecting and managing assets, ranging from equities and bonds to more specialized investments such as hedge funds and private equity.
Tailor-made portfolios
We hand-craft investment plans involving multi-asset investments, strategies, and asset classes. Each portfolio is suited to individually identified and defined needs regarding risk tolerance and investment timeframe.
Bonds and Equities
Our Bonds and Equities specialists utilize their extensive experience to provide a range of strategies that meet the ever-changing needs of our clients’ portfolios.
Structured investments
Through the use of a wide range of strategies, including global, regional, and country-specific factors; we meet varying return, risk, and liquidity objectives.
Mutual funds
We professionally manage funds that invest in main asset classes with a range of active and passive investment strategies.
Strategy mandates
We have a discretionary investment mandate for clients willing to delegate the management of their asset portfolio to investment professionals.
Hedge funds, private equity, and real estate funds
Alternative investment portfolios are offered to complement conventional benchmarked strategies. These portfolios allow a wider range of activities and more flexible strategies.
we offer include:
NB! Access to the information contained on this website may be restricted by laws and regulations applicable to the users residing in certain jurisdictions. Applicable legal requirements may prevent certain visitors from being solicited, offered certain services or financial products and engage in business with Pacific Private Bank. Please note that the financial services described in this website do not constitute an offer to transact business in any jurisdiction where such an offer would be considered unlawful, including the US, Canada, Japan, Australia, Switzerland, UK and British Isles or any of EEA country. The information provided on this website does not constitute an offer or solicitation to buy or sell any banking service, security, investment fund, investment advice or other product or service to anyone in any jurisdiction in which an offer or solicitation is not authorized or cannot legally be made or to any person to whom it is unlawful to make an offer or solicitation. If you choose to access this website, you do so at your own initiative and risk and are responsible for compliance with applicable laws, rules and regulations that may apply to you.