Oryx
Finance is a Geneva-based financial company specialised in asset
management. It was established in July 2007.
Oryx Finance works towards long-term results and
takes care in building up personalised portfolios, consisting mainly
of exclusive investment vehicles which are relatively resistant to
market fluctuations. It works in line with each specific mandate
that the client has chosen, according to his requirements.
Discretionary Mandate
A discretionary mandate is the best option for
a client who chooses to entrust his portfolio to Oryx Finance in
order to yield a profit on his assets. Together, Oryx Finance
and the client will establish a personalised investment strategy
according to the client's objectives and his risk tolerance. Three
risk profiles are proposed: conservative, balanced and dynamic.
Advisory Mandate
If the client is an experienced investor who wants
to manage his portfolio himself, the advisory mandate is the appropriate
solution. Even if the client makes the main investment decisions,
Oryx Finance is in touch with him on a regular basis, keeping him
informed of the latest market developments and giving him useful
investment advice. For this kind of mandate, the three risk profiles
are also recommended.
Oryx Finance is free to choose its counterparts
and can therefore provide investment management and advice free from
conflicts of interest. |