A lasting personal relationship between client and advisor is the basis of any successful wealth management business. Our solutions at AIP are tailored to meet the client’s needs.
We work closely with each client to formulate and maintain an optimal long-term asset allocation strategy that meets their investment objectives, risk tolerance and financial goals.
As markets and circumstances change, it is important to adopt a rebalancing strategy. We also provide advice, if requested, on liability management.
Our experience has shown that simple is better. Prudence and common sense are an integral part of our policy/values.
Monica Ball and Julio Harari have worked together since 2001, when they joined forces in Merrill Lynch London in 2001. Together they founded ASTRA to provide tailor-made services and solutions to ultra high net-worth individuals, families and trusts.
Clients are placing increased emphasis in the freedom of choice of custodian and pricing transparency. AIP is in an excellent position to meet these needs due to its independence and freedom to establish an association with a variety of custodians across the globe. Pricing transparency is provided to clients through a choice of charging structures.
Our clients can choose an advisory or discretionary service delivery. Both deliveries provide access to a wide range of global investment services and products to suit clients´ specific needs and objectives.