Services

Insight for every important investment decision.

Independent advice designed to create coherence across portfolios, institutions and generations.

01

Portfolio Review & Consolidation

We reconstruct the economic reality of your holdings across institutions. The review considers asset-class exposures, currencies, concentration, liquidity, product complexity, costs and portfolio behaviour.

  • Consolidated exposure analysis
  • Performance and cost review
  • Concentration and liquidity mapping
02

Strategic Asset Allocation

We translate your objectives and constraints into a durable strategic framework that can guide decisions without being driven by short term market noise.

  • Objectives and risk-capacity framing
  • Strategic allocation design
  • Implementation options and trade-offs
03

Risk Analysis & Scenario Testing

We examine risks that headline volatility can miss, including factor concentration, correlated drawdowns, currency exposure and illiquidity.

  • Portfolio stress scenarios
  • Risk-factor decomposition
  • Downside and resilience analysis
04

Bank & Manager Oversight

We provide an informed counterpoint in conversations with banks and managers, reviewing proposals against your strategy and monitoring implementation over time.

  • Proposal and product review
  • Mandate and manager comparison
  • Fees, reporting and governance oversight
Advisory scope. Lys Wealth Management provides investment analysis and advice. We do not hold client assets, execute transactions, or make discretionary investment decisions on a client’s behalf. Clients retain final decision-making authority and instruct their chosen custodian or bank directly.

Advisory formats

Focused analysis or ongoing oversight.

The scope is agreed in writing and tailored to the complexity of the portfolio and the decisions at hand.

Investment Diagnostic

A defined review of the existing portfolio, culminating in a clear assessment of positioning, risk, costs and priority actions.

Strategic Advisory

Support for a specific allocation, manager, liquidity or implementation decision, including comparison of credible alternatives.

Ongoing Investment Office

Periodic portfolio review, preparation for bank and manager meetings, proposal analysis and monitoring of agreed actions. All decisions remain with the client.

A sharper perspective on the portfolio you already own.

Discuss your situation