Indian Ocean Asset Management offers discretionary managed investment portfolio management services. Execution Only services are also offered to existing clients upon request. Our investment management team work with private clients, trusts, pension funds and charities, offering each a unique discretionary management service.

• In-depth investment research
• pro-active investment management
• an emphasis on risk management.

Whatever your situation, we focus on creating a portfolio that is tailored to your unique needs.

Full Transparency

All clients benefit from live portfolio valuations and performance analysis. In addition, discretionary clients receive both absolute and benchmark relative performance analysis 24 hours a day plus full detailed commentary, describing our principal investment thesis for each holding including the rationale behind each trade decision.

Discretionary Managed Products

Most clients have particular requirements. It may be the provision of income, long term growth, capital preservation, or a combination of all. Our range of discretionary managed products has been designed to accommodate most investment requirements. From more conservative, lower-risk, Liquidity Portfolios to the more innovative and slighter higher risk Global Growth and Adventurous Growth Portfolios, each investor will find a product to meet their specific risk and return criteria.

For a fuller explanation of Discretionary Fund Management click here and for an explanation of our investment process click here.

Although we provide our services to a wide variety of clients they generally fall into four many categories; to each we offer tailor-made solutions.

Private Clients:	For further details click here
Introducers & Intermediaries:	For further details click here
Trustees & Administrator:	For further details click here
Fund Managers:	For further details click here

Further Information

We welcome any questions you may have and are willing to forward any information you may need to help evaluate our services.  Our experience managing trust assets allows us to offer sensible and objective views. Our full contact details can be found by clicking here.