Tailored Investment Solutions and Informed Portfolio Decisions for Client Financial Success
Our services range from expert investment advisory services to fully implemented portfolio solutions according to our client’s needs. Ascalon empowers advice businesses with the tools they need to make informed portfolio decisions and achieve their clients’ financial goals with confidence.
Investment expertise and governance services or purpose-built advisory packages
Investment Governance
Asset Allocation
Investment Communications
Investment Research and Portfolios
Practice Management Services
Access the range of fully implemented solutions or build a tailored solution.
Separately Managed Accounts (SMA’s)
Managed Discretionary Accounts (MDA’s)
Wholesale
Ascalon’s value proposition is designed to assist advisers improve their overall investment governance, enhance their investment expertise, as well as create efficiency and increase the speed of execution. Different firms may approach these enhancements a pace that is manageable for their practice. We call this the Ascalon Journey framework.
Focused on achieving the investment mission
Ascalon is a diversified investment consulting and asset management company with an established and growing presence in the Asia Pacific region.