MANAGED ACCOUNT SERVICES
Allegro provides managed-products distributed exclusively through its private banking team. Solutions are tailor-made and cater to specific needs of individual clients. The ‘discretionary-managed products’ catalogue comprehensively spans across all asset classes. With a state-of-the-art investment platform, it provides a one shot view over the entire portfolio of its clients, with online access and management features.
Allegro’s Asset Management vertical has been managing client assets for more than 7 years. Backed by a process-oriented investment methodology, it follows a philosophy of focused rigorous research with a long-term view and a robust risk monitoring system that systematically monitors portfolio risk.