Indian Ocean Asset Management offers discretionary managed investment portfolio management services. Execution Only services are also offered to existing clients upon request.

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 Portfolios and Index Tracking Portfolios, each investor will find a product to meet their specific risk and return criteria. Detailed objectives and terms of investment for each of the discretionary portfolios can be accessed below.

Execution Only Accounts

Our Execution Only service is perfectly suited to educated investors who are able to conduct their own thorough research at the time of making the investment and more importantly on an ongoing basis. More Info

Introducers and Partners

By embracing the latest technology and utilising sophisticated investment techniques, Indian Ocean Asset Management is able to work closely with many organisations to develop the product range they offer to their clients.

From the “white labelling” of our existing product range, to offering the utilisation of our portfolio management platform, we are happy to discuss your specific needs. More Info