In-place Strategy for Client Portfolio Management - Client Portfolio Strategy aims to accommodate the client’s personal needs and requirements as well as his investment objectives.
- Management is keen to diversify its investments across various markets and sectors.
- Construct a benchmark index (whenever required) or using Kuwait Stock Exchange Index as a standard to measure the portfolios' performance.
Management & Advisory Services - An Account Officer is assigned solely to follow up the portfolio and execute the client’s orders and instructions.
- Conducting all the fundamental and technical analysis.
- Providing the client with the most recent reports and analysis.
- Representing the client in the General Assembly Meetings.
- Receiving cash and stock dividends on behalf of the client's.
- Taking all the necessary actions to subscribe in the capital increase of the client portfolio.
- Granting the client a priority to contribute to all GIH products such as the Private Offering to funds and companies under incorporation.
Types of Portfolios - Non-discretionary Portfolio: where the client himself manages his portfolio by issuing purchase/sale orders directly to the trading officer.
- Discretionary Portfolio: where GIH, through its specialized experts, manages the portfolio in a manner that realize highest returns with least risks possible.
- Custodial Portfolio: where GIH follow up and arrange the portfolio on behalf of the client for unquoted shares.
Commissions & Fees - Management fees. Incentive fees (only on Discretionary portfolios).
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