The core activity of Envisage is the provision of financial services, including investment advice, asset management, private equity and venture capital, as well as the provision of strategic consulting and asset allocation for institutional and private clients.
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Products & services
Industry:Financial Services
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Structuring financial and non-financial affairs for families, coordinating with existing partners and involving external tax, legal and specialist advisers.
Advisory Mandates
Review and consolidation of existing portfolios, development of a tailored asset-allocation strategy, investment advice and taking over investment decisions within the mandate.
Reporting
Access to a portal with real-time performance updates for individual and consolidated portfolios, as well as analysis and download of reports by performance, asset class and sector.
Alternative Investments
Sourcing alternative funds as well as advice on investment opportunities in private equity and real estate.
Investment Advisory Services
Investment Advisory Services, Business Practices, Fee Structure and Regulatory Disclosures for clients and investors.
Knowledge
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