Asset Management
& Investment Banking
01
Wealth Management
Our Wealth Management services serve individual, professional and institutional investors who maintain a medium- to long-term investment horizon. We offer sound strategies based on a combination of performance targets, risk tolerance and the liquidity requirements of each Client, constructing portfolios using a systematic approach based on risk control.
02
Institutional Advisory
Levant Advisors offers bespoke advisory services to institutional clients, based on segment, risk profile, investment horizon and goals. We comply with stringent, global best practices in our approach to asset allocation, asset selection, research, analysis and risk management.
03
Financial & Debt Advisory
Levant Advisors provides services and support to Clients in M&A and organizational restructuring using an innovative and flexible approach. We work closely with each Client to determine their financial requirements and assist in identifying the most suitable form of debt financing.
04
Research
In-depth research and insightful analysis are key to success in asset management and investment banking. Levant Advisors goes deep into historical and current market data and undertakes comprehensive analysis of sectors and vehicles, in our search for unique opportunities.