Services
As asset managers we offer a range of solutions to fit your investment needs. We build a base for you across short to long-term vehicles, looking to expand your investment positions. This individualised approach will suit your risk outlook and overall requirements, from conservative income funds to bespoke listed equity portfolios, to the more adventurous private equity and debt solutions. This sequential mathematical investment approach will grow from the solid foundational set up.
Foundational Portfolios
Our Foundation range forms the core of most investors’ portfolios. Our range includes comprehensive coverage in all asset classes, with a strong view on income and cash alternatives, where certainty is paramount!
Bespoke
Portfolios
Our bespoke solutions are primarily equity-based portfolios that we build in conjunction with client requests. These are customarily built with explicit financial goals in mind and provide an overlay onto our foundation range of portfolios.
Private Equity
& Debt
We offer several investment options in both equity and debt, ranging from various emerging markets to more established hard currency developed world options.
For wealthy individuals and families, we offer an extensive range of wealth and family office services. Investment structuring at the forefront of our solutions we can add value through a number of asset and liability solutions. Our offering includes concierge financial servicing across banking, taxation, investments, estate planning, and legacy wealth security. Create value for your family through a niche basket that aligns your values to our custodianship.
Wealth Management
Fibonacci Wealth management combines sophisticated financial planning with long-term wealth and asset creation. Our core focus is on asset growth and wealth protection.
Family
Office
Tailored for discerning investors and multigenerational wealth builders.