ABARK Group / ABARK Investments
Wealth & Asset Management

Investments.
A global perspective.

Open-architecture wealth and asset management. Mandates, portfolios and investment strategies aligned with each family’s objectives, liquidity needs and risk profile.

Who we serve

For families, entrepreneurs and investors with wealth across institutions who need allocation, monitoring and organization of international investments.

Our focus

Wealth management and asset management.

Wealth and portfolios

Strategic and tactical allocation, portfolio construction and monitoring of risk, liquidity and concentration.

Mandates and strategies

Investment mandates, funds and investment vehicles, with access to managers and instruments through open architecture.

Reporting and monitoring

Consolidated visibility and position reviews, with rebalancing according to each client’s objectives and mandate.

Ways to work together

The mandate defines decision-making.

Advisory

ABARK provides recommendations. The client retains final approval before execution.

Semi-discretionary

The client and ABARK make decisions together within an agreed framework.

Discretionary

Management follows an agreed mandate, investment policy and the client’s risk profile.

Mandates are subject to jurisdiction, custodian, regulation and client profile. Entering into a mandate does not guarantee returns or approval by financial institutions.

ABARK ETPs

Series issued in Ireland and listed on the Vienna Stock Exchange. Explore ABARK ETPs and consult information and documentation on the issuer’s website.

How we work

  1. Understand the context

    Objectives, liquidity needs, time horizon and risk profile.

  2. Build the approach

    Allocation, selection and portfolio construction according to the mandate.

  3. Monitor and review

    Ongoing monitoring, position reviews and reporting.

Contact

Speak with ABARK.

We start with the family’s circumstances and guide the conversation toward the appropriate solution.