SHELTER WEALTH MANAGEMENT

We offer both active & passive discretionary management solutions.

UCITS AND OTHER FUNDS FOR CLIENTS

WE HAVE SET-UP SEVERAL UCITS AND NON-UCITS FUNDS FOR CLIENTS.

Our Opinion

Interested to read our latest market and macroeconomic research?

Wealth Management

As an investor, you look for a tailored investment portfolio, aligned with your investment objectives. ShelteR offers discretionary investment management solutions that correspond to your personal investment goals.

UCITS and other funds

We setup open-end fund solutions on behalf of clients where we manage assets for you. Such solutions aim to offer investors income and capital gains and can be UCITS compliant to offer a maximum of investor protection.

Platform Solutions

You are a manager or a financial advisor looking to launch your own fund or strategy? ShelteR offers the possibility to launch your dedicated fund or umbrella via its management company.

Markets can be surprising. Therefore, it is important to keep you updated about your investments and the overall market environment.

ShelteR aims to inform its clients on a regular basis. Our experienced investment team produces a quarterly newsletter with our macroeconomic view on several markets.