At Alfa Marushima, we believe that asset management should be as unique as the clients we serve. That’s why we reject the idea of one-size-fits-all strategies. Instead, your portfolio is fully customized—built around your specific needs and aligned with your financial objectives. Our approach begins with you; only after we’ve listened to and understood your goals do we apply our insights into the markets. Every decision we make is informed by your ambitions and never driven by preconceived notions or market trends.
A key differentiator of our service is that our business model is free from any conflicts of interest. We do not receive commissions or inducements from custodian banks or fund managers, allowing us to offer objective, unbiased advice. This independence enables us to explore a wide range of asset classes—spanning both listed and non-listed investments—and to select the most appropriate and valuable options tailored to your needs.
Our transparent fee structures provide an added advantage, ensuring that the total expense ratio of your portfolio remains as low as possible. In collaboration with your tax advisors, we also ensure that your investments are structured for optimal tax efficiency, helping you retain more of your returns.
Investment Management Services
Tailored Investment Strategy
Development of a personalized global investment strategy that aligns with your specific goals and risk tolerance.
Continuous Monitoring
Ongoing financial market analysis and monitoring to identify opportunities and mitigate risks.
Instrument Selection
Rigorous analysis, selection, and control of investment instruments that suit your portfolio's unique strategy.
Strategy Implementation
Seamless implementation of your investment plan to ensure a smooth execution.
Transaction Oversight
Full control and transparency over all transactions within your portfolio.
Liquidity Management
Efficient management of liquidity to meet your immediate and long-term financial needs.
Performance Monitoring
Continuous evaluation and adjustment to ensure your portfolio performs optimally.
At Alfa Marushima, our asset management philosophy is centered on customization, independence, and transparency. We work tirelessly to ensure your portfolio reflects your unique objectives while remaining adaptable to changing market conditions. With a focus on delivering value and optimizing your financial outcomes, we provide a comprehensive, client-centered service that allows you to achieve long-term success.