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Investment Solutions
At the center of our product development efforts and processes are client investment interests. Our scale and experience allow you to maximize benefit from award-winning service and some of the industry’s most advanced investment products, tailored to specific goals and needs. Clients access our investment capabilities across the range of asset classes we manage, including equities, private equity, and bonds. We also offer balanced, specialty and passive fund management services on a pooled or segregated fund basis, with customized client communication.
Equities
With an active management approach, our dedicated equity investment professionals are focused on generating consistent performance. Our stock recommendations rely on meetings with the management teams of the companies in which we are, or may be, invested – allowing us to recognize opportunities the wider market has overlooked. Our team-based approach compliments this ensuring our investment insights are leveraged to best affect all geographies and asset classes.
Private equity
Private equity funds provide a crucial means for investors to diversify and enhance the performance of their portfolios. Shin Kong Wedbush offers a broad range of investment options, including in-house capital and limited partnerships, Fund of Funds and other bespoke private equity investment services. Our firm invests in businesses with proven products, and strong revenues. This approach has allowed us to generate excellent returns for our clients.
Bonds
Shin Kong Wedbush’s bond team benefits from the knowledge of our risk, actuarial, and strategy teams. The bond team also works closely with colleagues from the equity and corporate governance desks allowing our fixed interest analysts to share ideas – ultimately benefiting our clients. We offer a range of government, credit and inflation-linked bond strategies.