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Portfolio Management

SERVICES / Portfolio Management

Our Approach 

At One Plus Capital we do not only offer readymade solutions to our clients when it comes to managing your investment portfolios. We strive to understand your unique investment objectives considering your goals, return targets, risk tolerance, time horizon and other parameters we use to construct your personalized investment portfolio. 

Being a boutique investment company, you get to meet your personal portfolio manager assigned to you from the very beginning of the relationship and discuss your individual preferences. Your portfolio manager will utilize all the information given as a guideline to construct your personal investment portfolio that suits you best. The asset allocation of each portfolio will be decided upon a meticulous analysis of all market factors at that time and your risk profile. Following an open architecture approach and maintaining trading lines with established global brokers, we ensure access to most financial instruments available and therefore offer no restrictions when constructing your portfolio.  The proposed portfolio structure will be then presented to you for review and approval.

Our active management approach ensures that all portfolios are daily monitored and rebalanced, if necessary, to reflect market conditions and adherence to investment objectives. Detailed reports of your investment portfolio including the performance, allocations, benchmarks comparison are available every month or upon request. You can also request a personal meeting with your dedicated portfolio manager to discuss your investment portfolio performance or for simply getting a market update. 

Why our Portfolio Management Services?

  • Excellent track record and international expertize in portfolio management

  • More than 30 years of experience ensuring bespoke investment management solutions

  • OPC holds in excess of US $100 million assets under management for a diverse mix of corporate and individual clients

  • We offer 4 actively managed portfolios addressing all risk profiles, fully customizable to meet clients’ preferences

  • Each client is assigned a dedicated portfolio manager

  • Continuous monitoring and rebalancing to ensure each portfolio is in line with investment guidelines

  • An active management approach whereby managed portfolios are frequently reviewed against benchmarks and peer groups

  • Use of established portfolio management tools and extensive research from world renowned firms to achieve risk/reward optimization

  • Open Architecture Approach/Direct access to almost every financial instrument traded in developed markets

  • Competitive fees and charges 

  • Full price transparency, no hidden costs

  • Detailed monthly reporting of your investment portfolio and real time statements through our online portal 

Why One Plus Capital

  • Established Cyprus/EU Investment Firm engaged in investment services including Portfolio Management, Global Brokerage, Investment Advisory, Custody and Safekeeping, FX etc.

  • Regulated by the Cyprus Securities and Exchange Commission (CySEC) since 2010, licence no. 111/10

  • Services passported throughout the EU

  • High caliber and experienced team of qualified portfolio managers and investment advisors

  • In excess of US $100 million assets under management for a diverse mix of corporate and individual clients

  • Boutique investment firm with strong international partnerships to enhance value for our clients

  • Dedicated operations and accounting department that ensures high quality reporting standards

Our team will assist you from the very beginning of the process and ensure a fast and reliable service at all times. In the meantime, we would be happy to answer any questions you may have and provide further information concerning our portfolio management solutions and other services.

Enquiries Form:

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The information contained in this website has been prepared and communicated by One Plus Capital Ltd, a Cypriot Investment Firm, operating under license number 111/10 issued by the Cyprus Securities and Exchange Commission ('CySEC') under the license number 111/10 and operates in accordance with the Markets in Financial Instruments Directive II ('MiFID II') of the European Union. One Plus Capital Limited is incorporated under the laws of Cyprus, has its principal place of business at 75 Prodromou Avenue, Nicosia Cyprus and is registered with the Registrar of Companies in Nicosia under the number: HE256347
Risk Warning: Investing in financial instruments can entail a number of risks which can lead to losses. A list of potential investment risks can be found here.

One Plus Capital Ltd is exempt from the right to withdrawal under Article 11 of the Financial Services Distance to Consumers Law of 2004 (Law 242 (I) / 2004), for further details please see our General Agreement.