Wealth Advisory & OCIO

Wealth Advisory & OCIO

A relationship with Kuros Associates starts with a conversation about yourself.

We ask about our client’s goals and help evaluate them. We analyze each client’s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable plan. To execute the plan, we leverage the intellectual capital of our company and the network of Kuros Associates. We offer strategic and tactical asset allocation and provide a range of investment solutions including cash, fixed income, equities and alternative investments. For clients interested in stock picking, we offer capabilities in single securities across all major developed markets. Thanks to our size and hands-on approach we can offer a tailor made service and personal counsel second to none. And as a client’s goals change, we can adjust his or her wealth management plan accordingly. All Kuros Associates relationships are subject to Chinese Wall constraints. Alternative investments entail substantial risks and may not be suitable for all investors.

We carefully select our wealth plan for each client and none looks exactly like the next – indeed, all clients are unique. Once a client selects Kuros Associates, his or her path with us begins. We aim to keep the number of client relationships low so that our team can provide the focus and attention that our clients expect. Accordingly we have minimum entry capital under advisory of $1-3 million per single client, depending on fee structure, mandate and unique personal requirements. Our clients’ interests are always first. Our experience shows that if we serve our clients well, our own success will follow.

How we can assist you

Investment Advisory

We offer a suite of investment opportunities selected by Kuros Associates and carefully managed by external fund managers. Clients work with us to select from existing investment vehicles covering the entire asset spectrum—including cash, fixed income, and equities as well as a range of alternative offerings such as private equity and hedge funds. All the funds and investment solutions selected do not have any inducement agreement with Kuros Associates.

Portfolio Structuring and Asset Allocation

By leveraging the expertise of Kuros Associates as Principal Investor, we offer clients the ability to select multiple single securities and asset classes. Many of our clients look to us not only for our cross-industry investment capabilities but also for managing risks. By combining our understanding of a client’s objectives with our risk management knowledge we can provide valuable advice, solutions and support.

Institutional Relationships

To clients in Europe, the Middle East and Africa, we offer introductions to banks, lenders and asset custody services through our global network.

Institutional Treasury Investment Advisory

We offer investment advisory services for organizations with excess liquidity on their books such as family offices, listed companies, foundations and private corporations.