OUR SERVICES

Discretionary Portfolio Management is a professional investment service where clients entrust the management of their investment portfolio to experienced financial experts. Under this arrangement, our portfolio managers make strategic investment decisions on behalf of the client, aligning with their predefined objectives, risk tolerance, and long-term financial goals.

How It Works

1. Understanding the Client’s Needs
   We begin with an in-depth consultation to understand each client’s financial aspirations, risk appetite, investment horizon, and liquidity requirements.
2. Custom Portfolio Construction
   Based on the client’s profile, we design a diversified and tailored investment portfolio, selecting a mix of asset classes, such as equities, bonds, alternative investments, and structured products, to optimize returns while managing risk.
3. Active Portfolio Management
   Our expert investment team continuously monitors market conditions and dynamically adjusts the portfolio to capitalize on opportunities, mitigate risks, and enhance performance. We leverage deep market insights, proprietary research, and institutional-grade investment strategies to maximize value.
4. Full Autonomy, Efficient Execution
   With discretionary authority, we act swiftly and decisively, executing trades and portfolio adjustments without needing prior client approval for each transaction. This ensures agility in responding to market fluctuations and emerging investment opportunities.
5. Transparency & Regular Reporting
   Clients receive comprehensive portfolio updates and performance reports, providing full transparency into their investments. Regular review meetings ensure alignment with evolving financial objectives.

Why Choose Discretionary Portfolio Management?

• Expert-Driven Strategies: Access to a team of experienced professionals managing investments with a data-driven, research-backed approach.
• Time-Efficient: Clients do not need to oversee daily market movements—our experts handle all decisions.
• Proactive Market Response: Portfolios are actively adjusted to capitalize on opportunities and mitigate risks in real-time.
• Bespoke Investment Solutions: Each portfolio is uniquely tailored to the client’s financial goals and risk tolerance.
• Transparency & Trust: Regular reporting ensures clients are always informed about their wealth’s performance.

Discretionary Portfolio Management is ideal for investors seeking professional expertise, active portfolio oversight, and a seamless investment experience without the need for hands-on involvement in daily decision-making.

Advisory Portfolio Management is a collaborative investment approach where clients retain full decision-making authority over their portfolios while benefiting from the expertise, insights, and recommendations of professional investment advisors. This service is designed for investors who seek personalized guidance but prefer to have the final say on all investment decisions.

How It Works

1. Understanding the Client’s Investment Goals
   We start by conducting a detailed assessment of the client’s financial objectives, risk tolerance, investment horizon, and liquidity needs to develop a tailored investment strategy.
2. Personalized Investment Recommendations
   Our advisors provide expert market insights, strategic asset allocation guidance, and investment opportunities aligned with the client’s goals. We analyze a broad spectrum of asset classes, including equities, bonds, alternative investments, and structured products.
3. Client Decision-Making
   Unlike discretionary portfolio management, in an advisory setup, every investment decision remains in the hands of the client. We present carefully researched recommendations, but execution only takes place with explicit client approval.
4. Ongoing Market Analysis & Strategy Refinement
   Our investment team continuously monitors global markets, economic trends, and portfolio performance, ensuring that clients receive timely, data-driven advice to navigate changing market conditions.
5. Regular Portfolio Reviews & Performance Tracking
   Clients receive detailed reports, risk assessments, and portfolio reviews, ensuring they stay informed and in control of their investment strategy. We conduct periodic strategy meetings to realign the portfolio with evolving financial goals.

Why Choose Advisory Portfolio Management?

• Expert Guidance: Clients receive tailored advice from experienced financial professionals backed by institutional-grade research.
• Client Control & Flexibility: The final investment decision always rests with the client, ensuring full autonomy.
• Access to Exclusive Investment Opportunities: Our network and market insights provide exposure to a wide range of high-value investment options.
• Proactive Risk Management: Clients are equipped with risk assessments and recommendations to make informed, strategic decisions.
• Transparency & Engagement: Regular reporting and portfolio reviews keep clients well-informed about their investments.

Advisory Portfolio Management is ideal for investors who want to remain actively involved in their financial decisions while leveraging professional expertise to enhance portfolio performance. It offers a perfect balance between independent decision-making and expert financial guidance to help clients achieve their long-term investment objectives.

Execution-Only Portfolio Management is a service designed for investors who wish to retain complete control over their investment decisions while benefiting from a highly efficient and secure trade execution platform. Unlike discretionary or advisory management, we do not provide investment recommendations or portfolio guidance—our role is to facilitate seamless and timely execution of trades based on the client’s direct instructions.

How It Works

1. 1. Client-Led Investment Decisions
      Clients independently research, analyze, and determine their own investment strategies without any financial advice or recommendations from us.
   2. Efficient Trade Execution
      Once a client decides on an investment action—whether buying or selling securities, reallocating assets, or entering new markets—our team ensures swift, precise, and cost-effective trade execution through our trusted global network of financial institutions and custodians.
   3. Access to Global Markets
      Clients gain direct access to a wide range of financial instruments, including equities, bonds, ETFs, structured products, alternative investments, and more, across multiple international markets.
   4. Secure Custody & Settlement
      Assets are securely held with leading global custodians, ensuring robust regulatory compliance, risk management, and transactional security throughout the process.
   5. Transparent Reporting & Account Monitoring
      Clients receive real-time trade confirmations, portfolio statements, and transaction history reports, providing full visibility and control over their investment activities.

Why Choose Execution-Only Portfolio Management?

1. • Full Autonomy: Clients maintain total control over investment decisions without external influence or recommendations.
   • Fast & Reliable Execution: Our infrastructure ensures timely trade execution at competitive market rates, minimizing slippage and maximizing efficiency.
   • Access to Global Markets: Clients can invest in a wide range of financial instruments across multiple international markets.
   • Cost-Effective Approach: No advisory or discretionary management fees—clients only pay for trade execution services.
   • Secure & Transparent: Assets are held with world-class custodians, and clients receive detailed trade and portfolio reports.

Execution-Only Portfolio Management is ideal for experienced investors who prefer a hands-on approach to managing their wealth while leveraging our robust trading infrastructure for efficient execution and custody services. It offers complete investment independence while ensuring seamless and secure transactions in global markets.

Autonomie

We partner with a carefully curated selection of the world’s most prestigious and highly reputable private banks, serving as custodians to securely safeguard and protect our clients’ assets. These institutions are chosen based on their financial strength, security, and long-standing commitment to excellence, ensuring that our clients’ wealth is held in the most stable and well-regulated environments.

By leveraging these strategic relationships, we provide our clients with access to cutting-edge banking infrastructure, multi-currency accounts, and a seamless execution platform tailored to their individual needs. Our custodial partners adhere to the highest industry standards, incorporating advanced security protocols, rigorous risk management, and institutional-grade asset protection.

Beyond security, our approach ensures flexibility, efficiency, and transparency, allowing clients to benefit from a globally integrated wealth management experience. Whether managing liquidity, executing complex transactions, or structuring cross-border investments, our clients enjoy the peace of mind that their assets are entrusted to world-class custodians dedicated to preserving and growing their wealth for generations to come.

Independance

We operate under a true open-architecture model, ensuring complete independence from any single financial institution, bank, or investment provider. This approach allows us to act solely in the best interests of our clients, offering them unbiased, conflict-free financial advice and access to the most suitable investment opportunities available in the global market.

By maintaining full autonomy, we are not restricted by proprietary products or institutional affiliations, enabling us to curate a diversified and highly personalized portfolio tailored to each client’s specific needs, risk tolerance, and long-term objectives. This flexibility allows us to source the most competitive financial products, negotiate optimal terms, and integrate best-in-class solutions from a wide range of banks, asset managers, and investment specialists.

Our open-architecture framework empowers us to deliver a truly client-centric approach, where every investment recommendation is driven by performance, security, and strategic alignment rather than institutional constraints. This level of independence ensures that our clients benefit from complete transparency, greater choice, and a dynamic wealth management strategy designed to evolve with their financial goals.

Performance

At JAR Capital Monaco, our commitment to excellence and strategic investment management has led to continuous growth in our assets under management (AUM). This expansion not only reflects the trust our clients place in us but also strengthens our ability to negotiate superior terms and exclusive benefits with our network of financial service providers. As our AUM increases, we leverage our scale to secure more competitive pricing, enhanced investment opportunities, and preferential terms for our clients, ensuring that they receive the highest value in every aspect of their wealth management journey.

Our team of highly experienced financial advisers plays a pivotal role in driving this success. With deep market expertise, a forward-thinking approach, and an unwavering commitment to delivering results, they provide tailored investment strategies designed to optimize performance while mitigating risk. By combining institutional-grade research, advanced financial analysis, and global market insights, our advisers ensure that clients benefit from the very best that JAR Capital Monaco has to offer.

At the heart of our performance-driven philosophy is a relentless focus on aligning our strategies with our clients’ unique financial goals. Whether navigating complex market conditions, identifying high-value investment opportunities, or crafting bespoke financial solutions, we remain steadfast in our mission: to protect, grow, and maximize our clients’ wealth with precision, agility, and excellence.