Investment Management Services

Strategic Portfolio Advisory Service

At CAPGEMINI FINANCE SERVICE LTD, our Strategic Portfolio Advisory Service is designed to provide expert guidance and strategic advice tailored to your unique financial goals. By navigating the complexities of today’s markets, we offer recommendations to help you optimize your investment strategy. This service provides insights into portfolio construction, risk management, and long-term financial planning without engaging in direct portfolio management or handling client investments.

Advisory on Diversified Investment Strategies

We conduct comprehensive market analyses to identify opportunities across various asset classes, including equities, bonds, and alternative investments. Our service recommends creating diversified portfolios that mitigate risk through sector, regional, and industry exposure. Clients remain responsible for implementing these strategies through their investment platforms or advisors.

Guidance on Active and Passive Management

Understanding that every investor has different preferences, our Strategic Portfolio Advisory Service guides active and passive management strategies. We offer insights on how active managers may seek to outperform the market and how passive strategies may track major indices for steady, long-term growth. Clients are encouraged to work with their portfolio managers or financial institutions to implement these strategies, as CAPGEMINI FINANCE SERVICE LTD does not directly manage investments.

Risk Management Consultation

Risk management is critical in today's financial landscape. We offer advisory services that discuss advanced risk management techniques such as stress testing, scenario analysis, and market condition assessments. These insights are designed to help clients make informed decisions about aligning their portfolios with their risk appetite and financial objectives. Implementation of these risk management techniques is the responsibility of the client or their appointed financial managers.

Personalized Investment Insights

Our advisory services are tailored to each client’s financial goals and preferences. We provide personalized insights and strategic recommendations based on in-depth market research. However, we do not provide specific investment advice or execute trades on behalf of clients. Our role is to support clients in making informed decisions that align with their long-term objectives.

Performance Review and Recommendations

We offer ongoing performance reviews to help clients assess their portfolios’ alignment with their goals. These reviews include market trend analysis and suggested portfolio adjustments. While we provide recommendations, CAPGEMINI FINANCE SERVICE LTD does not take responsibility for implementing these changes, as the client or their investment managers make all final decisions and actions.

Technology-Enhanced Advisory Services

Using cutting-edge technology, we provide clients with tools to access real-time market data, research, and insights. These tools are designed to empower clients to make well-informed investment decisions. However, CAPGEMINI FINANCE SERVICE LTD does not have access to client accounts or investment platforms, ensuring that all investment decisions and executions are handled independently by the client.

Why Choose Our Strategic Portfolio Advisory Service?

Our Strategic Portfolio Advisory Service stands out for its personalized, data-driven approach. We help clients make informed decisions about growing and protecting their wealth. We provide insights and guidance designed to build resilient portfolios that meet financial goals while leaving execution and management to the clients and their chosen financial professionals.

Fundamental Changes Made to Avoid FCA Regulation:

1. Removed Direct Portfolio Management: The revised version emphasizes that CAPGEMINI FINANCE SERVICE LTD provides advice and insights rather than directly managing investments.

2. No Client Fund Handling: It makes clear that the company does not handle or manage client funds.

3. Client Responsibility for Decisions: Clients are responsible for implementing the advice through their investment platforms or financial managers, ensuring that CAPGEMINI FINANCE SERVICE LTD does not engage in regulated investment activities.