Currency Management
Currency Hedging
It is one thing to identify a good investment, but what is as important is to ensure that the invested currency does not dilute any profits from that investment. Important to remember:
Total Return = Return on asset + Return on currency
What foreign assets can you hedge?
Financial Assets (Stocks/Bonds/Funds etc)
Foreign Real Estate (Holiday/2nd Homes)
Business Units in a Foreign Country
Alternative Currency Classes for funds
Connected to the heart of the market…
When dealing with any form of Over-the-Counter derivative product, strategy is only 50% of the solution. Execution is what remains. Through years of experience, we have found that dealing with a single broker can lead to poor, monopolized prices. As a result of this we have made a concerted effort to build our capabilities so that our clients can benefit from multiple providers and best execution prices.
Avant-Garde Wealth Management has both prime and single brokerage relationships with the biggest players in the FX market. Our competitive advantage stems from cultivation of these relationships, as the low fees we enjoy from these affiliations are passed to our clients.
