At Iza Capital Partners we offer our retail and institutional clients a bespoke model portfolio service. We have partnered with all major linked investment service providers and global custodian/banking platforms to ensure our model portfolio service is easily accessible to our clients. We offer the full-service suite to our clients which includes: portfolio construction and management, risk management, marketing material and reporting. At Iza Capital Partners we work with our clients to provide the best model solutions in line with their investment philosophy and risk profiles.
Model Portfolio Services
Asset Management Services
At Iza Capital Partners we specialise in consulting to or assisting other wealth management firms to establish their own in-house asset management divisions or be involved in creating bespoke asset management solutions for their advisor teams and clients. This allows these firms to separate themselves from their competitors in the market and leverage off the Iza Capital Partners existing relationships and skills base in providing their clients access to a world-class asset management service and offering.
Portfolio Services
At Iza Capital Partners we assist in managing existing portfolio structures in place and provide clients access to our team professional analysts and investment experts who can assist in managing and structuring these existing solutions efficiently and effectively. We offer clients bespoke portfolio services, portfolio construction and management, risk management, marketing material, reporting and daily trading function.
Fund Management
The Iza Global Balanced Fund is the first of several investment solutions offered to investors by Iza Capital Partners. The Iza Global Balanced Fund is a fund of fund structure providing investors access to invest directly into a global diversified portfolio. Our fund is a best in breed approach and provides investors access to the best global fund managers across different asset classes and markets. The intention of the fund is to deliver above average performance and real capital growth to investors. The fund aims to achieve returns of UK CPI +5% over a rolling average six year investment term.
