What We Do

At Alpha Quest, we work with high net worth families and businesses. We work with you to find solutions that will accelerate you towards your financial goals. Whatever the current status of your finances, we work starting today on taking it up to the next level, to bring you closer to your goals, your tomorrow.


INVESTMENT MANAGEMENT

Managing investments is at the core of our services. We provide you Advisory as well as Discretionary Portfolio Management services based on your needs. We ensure that all our actions are aligned completely with your interests. We are transparent in our execution processes, costs and fees.

Advisory Services:

As the name suggests, you actively manage your investment portfolios with our advisory support.We bring value by giving you independent, objective and timely advice. We achieve this through:

  • Communicating proactively with you to share information, research and analysis, investment ideas and products.
  • Empowering you to take informed and timely investment decisions to maximize returns.
  • Helping you understand and manage risks and minimize costs.
  • Standing by your side at all times, good and bad.

Discretionary Portfolio Management Services

Discretionary Services are for clients who are too busy to manage their investments on an active basis and would like to leave the execution decisions to the team at Alpha Quest.

  • The first step is to determine the portfolio objectives, risk tolerance, liquidity requirement and time horizon, which leads to a broad portfolio objective.
  • The next step is to build a strategic portfolio plan with allocation into long-term strategic and short term tactical goals based on the portfolio objectives.
  • Day to day investment decisions are based on the above goals and in such a way that they align with the overall risk objectives.
  • Clients receive regular comprehensive portfolio reporting statements for review but leave the active investment process to the Alpha Quest Team.

PORTFOLIO MANAGEMENT

When you entrust us with your portfolio, we take utmost care in managing your portfolio in line with the agreed objectives, preferences/boundaries and risk appetite. We achieve this through:

  • Achieving clarity on investment objectives and risk profile through initial and periodic discussions with you.
  • Developing investment strategy and adapting it to changing market conditions and to changes in your requirements.
  • Taking well thought out, cost effective and timely investment decisions for you and
  • Keeping you informed regularly about our market views, investment decisions and performance of the portfolio.

REAL INVESTMENTS

We track and analyze trends and opportunities in various property markets and industries in developed and emerging countries. We assist you in:

  • Achieving clarity on investment objectives and risk profile through initial and periodic discussions with you.
  • Developing investment strategy and adapting it to changing market conditions and to changes in your requirements.
  • Taking well thought out, cost effective and timely investment decisions for you and
  • Keeping you informed regularly about our market views, investment decisions and performance of the portfolio.

ESTATE / WEALTH PLANNING

We work closely with leading service providers to provide optimal solutions to our clients for their worldwide estate planning requirements. Our network is capable of providing client service in the following areas:

  • Setup and administration of trusts in all leading jurisdictions. Client needs can be addressed by various structures such as discretionary, reserved power, life interest, charitable, VISTA and special purpose trusts.
  • Charitable purpose, wealth holding or business specific foundations
  • Offshore company incorporation and management for holding financial assets, property, artwork, etc.
  • Setting up, administration and maintenance of investment funds.
  • Insurance.

FINANCING

We help in arranging cost effective financing solutions for investors and businesses. Some of the services we help in arranging for our clients are:

  • Multi currency lending against real estate in major cities in the world
  • Lending against universal life insurance policies
  • Lending against wide range of financial assets.
  • Financing against commercial/ industrial assets.
  • Fund raising for different projects.

OTHER SERVICES

At Alpha Quest, we work with high net worth families and businesses. We work with you to find solutions that will accelerate you towards your financial goals. Whatever the current status of your finances, we work starting today on taking it up to the next level, to bring you closer to your goals, your tomorrow. Though creating and managing wealth is important for our clients, we understand you appreciate importance of enjoying life, nurturing meaningful relationships and contributing to the community and environment.

We work closely with you to help you achieve the right balance by arranging through leading organizations:

  • Various forms of recreational activities
  • Family care services
  • Philanthropy.

We Are Here to Serve You

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Alpha Quest Pte.Ltd.

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