Portfolio Management Services for International Clients
Private Wealth Management
Capital Management Resources (CMR) provides a variety of portfolio management solutions through its Private Wealth Management Program to meet the needs of international investors. We have been managing institutional and individual investment portfolios since the Portfolio Resources group of companies was founded in 1991. To date, the group has executed more than US$ 4 billion in securities transactions for its clients.
Among our clients are international banks, corporations, and non-resident alien (NRA) private individuals. We help clients plan and manage diversified portfolios tailored to each individual’s needs. A thorough knowledge of the special concerns of international clients investing in multi-currencies has given Capital Management and Portfolio Resources their well-deserved reputation among global financial institutions. (Trading Relations)
More than 800 independent and institutional portfolio managers with specific management styles and areas of expertise such as equities, fixed-income, real estate investment trusts, or managed futures provide clients the solutions they need.
P2 Platform (HSBC Bermuda)
Among the most innovative programs offered by CMR is a hedged portfolio of leading mutual funds provided in collaboration with P2 Group (HSBC Bermuda). The program affords investors similar hedging strategies to those utilized by many large insurance companies to protect their capital. Clients can select the level of risk they feel comfortable with and their investments will by actively hedged by Milliman of Chicago, one of the world's largest actuarial and risk management firms. This program is offered exclusively for offshore clients.
The Impact Investing Division of Portfolio
Resources also makes available sustainable investments programs for clients worldwide with multiple manager diversification including mutual funds, and Exchange Traded Fund (ETF) portfolios.
Minimum investments in the Private Wealth Management program start as low as US$50,000 and utilize an all inclusive “wrap fee” approach. Capital Management provides quarterly performance reports benchmarked to the appropriate indices. Performance and investing activity may be viewed directly on the CMR website managed in association with Envestnet Asset Management, Inc., the premier money management technology platform in the financial services industry.
Contact one of our international Associates for a free consultation.
