Investment Process

Asset Consultancy

Servicing a range of clients, from trustee boards to high net-worth individuals, Medena Holdings offers a comprehensive service which combines an established successful management system with detailed analysis to offer clients solutions and the necessary information to make informed decisions.

Medena Holdings advisors offer practical advice based upon detailed evaluation of your financial circumstances, whether looking to reinforce the strength of your portfolio by developing its depth through asset diversity or looking to move asset interest into a specific class, and provides intricate assessment of asset performance.

Medena Holdings offers the following asset consultancy services:

  • Analysis of market reports, surveys and data
  • Asset management
  • Contract negotiation advisory
  • Portfolio diversification
  • Support in identifying, securing and maturing asset performance