Invest-
ment

Investment

Stories

Portfolio Management

One of our valued clients, an art enthusiast passionate about collecting French Impressionist masterpieces, approached us for assistance. They aimed to preserve and grow their substantial wealth while simultaneously expanding their art collection. Our team crafted a customised investment strategy that diversified their portfolio across various asset classes, including art acquisitions. Over the past year, this strategy helped our client achieve their financial goals while allowing them to acquire a renowned Monet painting, enriching their art collection and securing a valuable piece of French art history.

Alternative Investments

Another client, a music lover, sought to explore opportunities beyond traditional investments. They were interested in the potential of alternative investments that aligned with their passion for the music industry. Through our strategic selection of investments, including ventures in music production companies and tangible assets such as historic concert venues, this client not only diversified their portfolio but also played a role in revitalising iconic French music venues. Their investments resulted in an impressive 18% annual return and contributed to the preservation of these cherished historical sites.

Impact Investing

Our client, passionate about fostering community development and empowerment, sought an investment approach resonating with their commitment to social impact. Emphasising community investing within impact investing, we guided them towards investments in initiatives and enterprises that directly contribute to the growth and support of underserved communities. This strategy aligned with their values and yielded substantial social benefits. Over the past two years, their investments in community-focused projects have resulted in a 17% financial return and played a vital role in revitalising local economies and improving access to essential services.

Services

Contact

info@anderacapital.com