SAM

Stavanger Asset Management

Turning money into value Turning time into longevity

Discretionary Mandate

SAM offers a discretionary investment mandate where the asset manager is entrusted by the investor to actively manage his financial assets. SAM will then take financial investment decisions in accordance with the client’s expectations.

AN ANALYSIS OF YOUR PERSONAL NEEDS AND EXPECTATIONS

This is the starting point to help us structure your portfolio to meet your requirements.
We build portfolios which aim to strike the right balance between preserving capital, generating income and pursuing growth.

Mandates

Building a portfolio which aims to strike the right balance between preserving capital, generating income and pursuing growth depends on identifying your needs. As such SAM provides mandates that reflect clear benchmarks:

  • CONSERVATIVE
  • BALANCED
  • GROWTH
  • TAILOR MADE

Multi-family office

Stavanger Asset Management also offers a service with a multi-family office approach.

We can help you with:

 

  • Investment propositions.
  • Due diligence.
  • Access to lower transaction costs via our network.
  • Monitor the work of other asset managers.
  • Fund asset allocation.
  • Definition of corporate governance with a clear objective.
  • Access to international custodian banks.

 

We are able to analyze your total financial portfolio in terms of risk and asset allocation. By using our experience, competence and network, we can supply you with global investment propositions that can fulfill your needs.

By managing your transactions through our investment platform and connections, we will likely be able to lower your transaction- and management costs. You will also have access to an extremely wide and global set of investment opportunities.

Our aim is to save you a lot of time, give you comfort and hopefully help you preserve and grow your financial assets.

We look forward towards becoming your trusted financial partner.