Parnell, Auckland 1151, New Zealand
About : Our Perspective
Your asset manager will first have to determine your circumstances and needs, whether you contact us directly or through a qualified adviser. A crucial aspect of this procedure is having direct communication with the person who will be in charge of handling your financial affairs. He or she needs to be aware of your general degree of wealth, way of life, time frame, tax situation, and any liabilities you could have. You might want to transfer a current portfolio from another investing firm or you might be a new investor. Consolidating your investments, including ISAs, under a single investment strategy may also be a good idea at this time.
We will recommend an investment strategy that takes into account your specific circumstances and goals once we have gained a thorough understanding of your situation and your goals through our investment process. If you accept the plan, we’ll create your portfolio right away.
Our investment managers build strong relationships to understand your financial status and goals. With a sector-focused approach, we leverage shared insights to align the right financial solutions with market opportunities.
We are methodical in acquiring top-notch assets and companies that we think can offer reliable downside protection…
Although we deploy capital over the long haul, we are prepared to act swiftly when the right opportunity presents themselves.
We acknowledge that creating desirable rates of return frequently necessitates looking for assets, companies, and markets.
To ensure that your asset allocation remains suitable for the constantly shifting circumstances in the global financial and economic markets, we will actively manage it. In the event that your goals or personal situation change, your investment manager will also be in charge of making the necessary adjustments.
One of the best ways to maintain and grow wealth over the long term is to use a diversified investment strategy, also known as a “balanced portfolio” or “multi-asset portfolio,” that combines various assets. This strategy can expose investors to a wide range of investment opportunities and limit losses during difficult market conditions. Usually, the way various assets respond to changes in the underlying economy and financial markets varies.
Our history, going back years, stems from the awareness that we are more than just a financial organization.
We are engaged members of our communities, worldwide business and philanthropic leaders, and mindful designers of innovative financial compensation and support programs.
Our teams attempt to generate value across numerous sectors, industries, and locations by investing in leveraged buyouts, public equity, structured finance, FX trading, venture capital, and real estate.
We feel that our people and the common principles we’ve promoted from our inception are the foundation of our competitive edge. This has enabled us to make a long-term difference for a wide range of investors, including pension funds, endowments, foundations, and individuals.
Take the first step towards securing your future with our expert investment solutions. Our team is dedicated to providing top-notch guidance and strategies to help you grow your wealth.
Covisory Holdings is a global investment firm managing diverse fund strategies, prioritizing client interests, research-driven investments, and long-term growth.
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