We offer comprehensive, investment-oriented services designed to help you manage risk, optimize your investment portfolio and strategically build your family’s wealth for generations to come.
Portfolio Construction
Our experts work closely with you to develop a diversified investment portfolio that aligns with your financial objectives and risk tolerance.
Manager Selection
We conduct extensive research and due diligence to help you choose the best money managers, ensuring unbiased and client-focused recommendations.
Managing Clients Counterparties
We help clients streamline their interactions with their counterparties, product providers and banks to simplify their investment process and reduce portfolio expenses.
Wealth Transfer and protection
We help you develop strategies and structures that protect family wealth for current and future generations.
Risk Management
We help you identify, assess, and mitigate financial risks, ensuring your wealth is protected.
Our onboarding process is thorough, not overly complex, and results in complete alignment with your goals. It starts with understanding each family’s wealth management requirements.
Mondrian is a wealth advisory firm that provides sophisticated analysis on a holistic basis.
Define Client Objectives
We begin by comprehensively understanding the needs and objectives of the client. This forms the basis of the detailed assessment that ensues.
Agree Asset Allocation
Agree on the Asset Allocation Framework that satisfies the clients desired goals and objectives.
Analyze & Compare
Using the latest aggregation technology coupled with highly experienced professionals to provide a comprehensive analysis of client current positioning and holdings with all their financial institutions. And make recommendations on a strategic and tactical basis forming part of the investment plan.
Manager & Product Selection
Mondrian has access to extensive manager research and through due diligence identify the best in class managers to suit the needs of the client.
Recommendations
A Mondrian investment professional will spend time with the client reviewing the portfolio and recommended changes. These will be implemented over an agreed timeframe.
Ongoing Monitoring
On a continuous basis, Mondrian will review and assess the portfolio based on market conditions and make any necessary tactical recommendations.
Define Client Objectives
We begin by comprehensively understanding the needs and objectives of the client. This forms the basis of the detailed assessment that ensues.
Agree Asset Allocation
Agree on the Asset Allocation Framework that satisfies the clients desired goals and objectives.
Analyze & Compare
Using the latest aggregation technology coupled with highly experienced professionals to provide a comprehensive analysis of client current positioning and holdings with all their financial institutions. And make recommendations on a strategic and tactical basis forming part of the investment plan.
Manager & Product Selection
Mondrian has access to extensive manager research and through due diligence identify the best in class managers to suit the needs of the client.
Recommendations
A Mondrian investment professional will spend time with the client reviewing the portfolio and recommended changes. These will be implemented over an agreed timeframe.
Ongoing Monitoring
On a continuous basis, Mondrian will review and assess the portfolio based on market conditions and make any necessary tactical recommendations.
