Our Services
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Our Services
Your journey begins with us understanding your unique investment priorities, needs and goals. According to your risk appetite, preferences and objective, tailored solutions are proposed for your attention from our best-of-breed product selection that’s based on independent tracking of a large array of funds, structured products and insurance options.
Discretionary
In a discretionary mandate, you delegate the investment management to ASTRID FIRST. ASTRID FIRST will manage your investment based on your investment goals, expectations and risk appetite. Discretionary mandate benefits the clients by having a more systematic and disciplined approach while alleviating psychological and emotional aspects.
Advisory
In an advisory mandate, the client controls and make all investment decisions. We will work with you to define the investment engagement process so that we can be your eyes-and-ears to the financial markets.
Retirement Planning
Our retirement planning services are designed to help you achieve financial security and peace of mind in your retirement years. We work with you to develop a personalized plan that aligns with your retirement goals and ensures a steady income stream.
Discretionary
In a discretionary mandate, you delegate the investment management to ASTRID FIRST. ASTRID FIRST will manage your investment based on your investment goals, expectations and risk appetite. Discretionary mandate benefits the clients by having a more systematic and disciplined approach while alleviating psychological and emotional aspects.
Advisory
In an advisory mandate, the client controls and make all investment decisions. We will work with you to define the investment engagement process so that we can be your eyes-and-ears to the financial markets.
Retirement Planning
Our retirement planning services are designed to help you achieve financial security and peace of mind in your retirement years. We work with you to develop a personalized plan that aligns with your retirement goals and ensures a steady income stream.
Philanthropic Advisory
For clients interested in making a positive impact, our philanthropic advisory services help you develop and execute charitable giving strategies. We assist with creating foundations, managing donations, and aligning your philanthropic efforts with your values and goals.
Private-Fund Management
We manage diverse portfolios, including hedge funds, private equity, and real estate, employing strategic asset allocation and risk management techniques.
Estate Planning
Our estate planning services ensure that your wealth is preserved and transferred according to your wishes. We assist with wills, trusts, and other legal arrangements to protect your assets and provide for your loved ones.
Private-Fund Management
We manage diverse portfolios, including hedge funds, private equity, and real estate, employing strategic asset allocation and risk management techniques.
Estate Planning
Our estate planning services ensure that your wealth is preserved and transferred according to your wishes. We assist with wills, trusts, and other legal arrangements to protect your assets and provide for your loved ones.
Philanthropic Advisory
For clients interested in making a positive impact, our philanthropic advisory services help you develop and execute charitable giving strategies. We assist with creating foundations, managing donations, and aligning your philanthropic efforts with your values and goals.