Home | Search | Site Map | Contact Us | FAQ | Log In

 
 
     

 




           



 
 

Directory of Advisors

Type of Firm Practice or Concentration
Wealth Management or Advisory Firms Other
* Indicates International Advisor
International Asset Monitor  *
Address:  Louisiana House
  South Esplanade
  Guernsey  GY1 1BJ
  Channel Islands
Primary Contact:  Mr. Michael Strachan
Phone:  +44 (0) 1481 716 575
E-mail:  michael.strachan@internationalassetmonitor.com
Website:  www.internationalassetmonitor.com
Products and Services
  • Investment Consulting & Planning - Investment Policy Statement Development
  • Investment Consulting & Planning - Manager Search, Selection, & Evaluation
  • Investment Consulting & Planning - Portfolio Performance Monitoring
  • Software - Asset Allocation
  • Software - Portfolio Monitoring
  • Family Continuity - Strategic Planning
  • Software - Portfolio Management
  • About Us
    International Asset Monitor provides an innovative, independent and comprehensive service suitable for anyone with direct or fiduciary responsibility for investments.

    The service enables owners, managers, and trustees to structure, monitor and control all aspects of the management of a substantial investment portfolio, whether managed directly through funds and/or, externally, through discretionary managers.

    Our Objective is to maximize investment returns, net of costs, at an objectively set and subsequently controlled level of risk that is directly appropriate to the client.

    International Asset Monitor has over 30 year's experience in developing effective structures that put the investor in control of all the risks involved in managing an investment portfolio. The structures are unique to each client and based on a dynamic approach that is not benchmark or peer group driven.

    Although founded in 1987, the origins of the International Asset Monitor service can be traced back to the mid-1970s and the experience gained by the company’s principal in the Middle East pioneering the management of two of the largest sovereign wealth fund portfolio using a combination of direct investments in major asset classes and segregated portfolios managed by leading external managers on specialist mandates – an approach that was then unique. IAM was established to capitalise on this experience. It considers that the central disciplines apply to anyone with direct ownership of, or fiduciary responsibility for, pools of investment assets. The principles remain the same even if the nature of the approach has to be adapted to apply to all type of client.

    The Service has been continuously developed since inception, a reflection of: the changing nature of responsibility placed upon managers, trustees or owners, by regulation and volatile markets; a growing recognition of the complexity of this specialist function; and the need for it to be undertaken in an independent and professional manner.

    IAM’s client base is international and covers the full range of clients from high net worth private individuals and families through family offices, trusts, endowments, professional intermediaries, captive insurers and pension funds to government reserve funds and central banks.

    Our clients are taken, step-by-step, through a formal but flexible process, resulting in bespoke investment guidelines and objectives. A dynamic investment structure is then designed to contain risk at an appropriate level whilst still ensuring sufficient flexibility to maximize returns.

    The IAM approach relies on well-proven and innovative proprietary tools developed originally for sovereign wealth funds. IAM’s tools are just part of a ‘hands-on’ approach and are, of course, only as good as the people using them. The company’s clients have the benefit of a team with significant practical experience of both investment advice and direct management – who, as seasoned professionals, are fully aware of both the theoretical issues and the practical problems of managing investments and managing managers.

    Our clients choose us because:

    - we are independent;

    - we have no conflict of interest;

    - we look at a full range of risk elements, most of which are not normally covered;

    - we are risk control, then investment performance driven;

    - we are cost-effective and proven value-added;

    - we assist in all aspects of the administration process;

    - we are investment professionals not just performance specialists.