Investment consulting
The face of the customer is changing, as baby boomers enter retirement and a new generation of investors enter the marketplace.
As the millennial segment grows, there is increased demand for transparency, immediacy, and personalized solutions.
With innovation throughout the industry, new regulations and oversight are having a wide-ranging impact on the way our clients do business. The rise of individual investors, AI, machine learning, and digital and mobile platforms are transforming the marketplace, which makes staying ahead of the curve an operational, risk management, and financial imperative.
The Wealth Management & Investments space is changing at a record pace.
Assisting in the development of investment guidelines and policies
Developing asset allocation models
Reporting on the relationship of investment assets to their respective liabilities
Conducting investment manager searches and assisting in the selection of managers that meet established investment and social objectives
- At Out Luke Finance, we understand the challenges our clients face and deliver industry-leading consulting solutions that provide long-term value without sacrificing quality. We are the investment consultant to clients internationally, working with a variety of currencies. The value of an individual client’s assets entrusted to us ranges from $250,000 to over $200 million.
- we can help ensure the integrity and viability of our client’s investments.Our only allegiance is to our clients and to help them meet their objectives. We offer a wide range of investment services, such as:
