Tailored Wealth Strategies
Solutions aligned to your objectives, values, and legacy.
AFX Wealth
Wealth stewardship with institutional discipline.
Tailored wealth strategies designed to preserve capital, generate long-term growth, and support what matters most across generations.
Portfolio OverviewPrivate Client
Total Wealth Value$28.64M+4.37%
- Equities
- 35%
- Fixed Income
- 30%
- Alternatives
- 25%
- Cash
- 10%
Volatility8.4%Max Drawdown-6.7%
Disciplined Risk Oversight
Institutional-grade risk management and governance.
Transparent Reporting
Clear, timely insights and performance reporting.
Global Perspective
Access to leading managers and global opportunities.
Client Partnership
Long-term relationships built on trust and service.
Our Solutions
Comprehensive solutions for sophisticated investors.
Wealth Management
Integrated wealth planning and management tailored to your goals.
->Portfolio Strategy
Strategic asset allocation and portfolio construction for long-term growth.
->Alternative Investments
Access to private markets, hedge funds, and real assets.
->Advisory Services
Independent advice and customised solutions for complex needs.
->Capital Preservation
Strategies focused on risk mitigation and protecting wealth.
->Reporting & Analytics
Transparent, detailed reporting with actionable insight.
->Our Approach
A disciplined process. Focused on your future.
1. Research
We conduct deep fundamental and quantitative research to identify quality opportunities.
2. Asset Allocation
We build resilient portfolios aligned to your objectives, time horizon, and risk profile.
3. Risk Management
We actively monitor risk and stress test portfolios to protect against market uncertainty.
4. Ongoing Oversight
We continuously review and refine strategies to keep you on track toward your goals.
The AFX Group
A global ecosystem. One aligned purpose.
afx.com Markets
Access global markets with professional technology, competitive pricing, and reliable execution.
Learn moreafx.com Financial
Strategic financial management and reporting solutions for informed decision-making.
Learn moreafx.com Fixed Income
Specialist fixed income solutions designed to deliver stable income and diversification.
Learn moreInsights & Performance
Clarity. Consistency. Confidence.
We believe in transparency and accountability. Explore latest insights and performance highlights.
View InsightsPerformance Summary
Past 12 monthsAFX Wealth CompositeBenchmark
Past performance is not indicative of future results.
Key Metrics
- Volatility
- 8.4%
- Sharpe Ratio
- 1.12
- Max Drawdown
- -6.7%
- Win Rate
- 62.5%
- Positive Months
- 8 / 12
Risk disclosure
Investor AccessCapital is at risk. The information on this site is for information only and does not constitute investment advice, a recommendation, or an offer to invest.