For clients who wish to delegate the investment of their portfolios to Crescendo. We construct a specific portfolio and allocate assets in such a way to meet the specific and often unique requirements. The client is regularly informed of investment decisions and changes through reporting, portfolio reviews and meetings.
For clients who are seeking advice on their investment decisions, we offer an advisory solution, which can be targeted to specific needs. This ranges from support on investments or fund selection to asset allocation and reporting to governance, oversight and planning.