Investment management
Discuss your financial objectives with an investment management team.
Your objectives first.
A portfolio with a purpose.
Investment management starts with a conversation about your objectives, existing arrangements, time horizon and capacity for loss. Explore Sagicor Asset Management’s portfolio management support and confirm the service scope, eligibility, costs and review arrangements before engaging the team.
The right approach depends on your circumstances, existing arrangements and the provider’s current terms. We’ll help you understand the details in a consultation.
Define the working relationship.
- Clarify the manager’s authority and your role in investment decisions.
- Understand management charges and any other product or transaction costs.
- Agree how reporting and portfolio reviews would work.
Explore related solutions
Retirement planning
Turn the retirement you imagine into a practical conversation.
Mutual funds & investments
Give your future goals a considered investment plan.
Estate & legacy planning
Make your intentions clearer for the people you love.
Sagicor Global Balanced Fund
Explore a fund that brings shares and bonds into one portfolio.