Our customized services are provided in the asset management and corporate advisory fields. We also offer a bespoke “wealth structures” service that consolidates a variety of investment vehicles for our clients.

Asset Management is conducted on an advisory or discretionary basis. In discretionary asset management we make decisions without referring to the client for every transaction, although we operate in agreed defined limits aligned to clients’ goals. We intentionally focus on an exclusive clientele so that investment strategies are tailored to their wealth creation and wealth preservation needs. Our approach takes into account their investment objectives, time horizon for targeted returns, risk tolerance and foreign exchange preferences.

Corporate Advisory services are provided to help companies further develop business strategies, identify potential investments, and structure deals. We can assist them with mergers and acquisitions, and exits from certain businesses via sales or IPOs. Our advice is free from any conflicts of interest, due to Pilgrim’s independent status.

Wealth Structures are a specialized made-to-order service. Here, investment vehicles are configured – sometimes across multiple jurisdictions – in order to help our clients achieve their planned financial returns. We will provide guidance and support for the setting up of companies, trusts or foundations across different countries.

Developing and maintaining long lasting and mutually beneficial relationships with our clients is at the heart of Pilgrim’s strategy and our talented team of experts is focused on seeking out the best investment opportunities for you.

For investment think Pilgrim. Take the journey with us and we’ll put you on the right track for strong returns.