Loeb Benson | Services

Services

Loeb Benson offers a suite of services through its Investment Divisions.

Loeb Benson Management

Loeb Benson Independent Pricing Service

Loeb Benson Risk Advisors

Loeb Benson Performance Solutions

Our disciplined, research-driven approach to managing alternative and traditional strategies seeks to filter out the noise in markets and identify what matters most.

Loeb Benson offers its clients a wide variety of investment services:

Portfolio Management Services

Institutional investment services

Trading in Commodities

Derivatives

Currencies

Our experienced Portfolio Managers, supported by a team of specialists, can recommend solutions that address your specific needs, whether you seek investment advice, professional portfolio management or a broader range of wealth management services.

In business, success generally depends on having a clearly articulated goal, and a clear route map to achieving that goal, or in other words a plan. Why should your financial affairs be any different?

1. FINANCIAL PLANNING

Your financial plan with Loeb Benson is a roadmap, helping you to navigate life’s stages. Our commitment is to guide you through this journey, with the aim of securing your financial future today, tomorrow and for the generations that follow.

Financial Life Planning is designed to help you and your family get the most out of life, today and tomorrow. It begins with meeting a portfolio manager to tease out what you want for your future and your family. We will work closely with you to get a full understanding of your financial position, as well as your knowledge and experience of investment to date.

Managing your future, goal by goal

Your portfolio manager and our team of financial advisors are there to work with you to identify and prioritise your financial goals. These goals will likely fall under one of three broad categories:


2. INVESTMENT

We’re focused on delivering superior investment returns for our clients. By integrating your financial goals with our view of the world and a rigorous investment process, we build an investment portfolio that is tailored to your specific needs.

Investment Strategy Customised for You

At Loeb Benson we believe that the key to a sound investment strategy is constructing a portfolio that reflects your specific financial goals, investment knowledge and experience, and financial situation; and achieves the right balance between risk and return.

A STRUCTURED INVESTMENT PROCESS - Whether you want us to professionally manage your portfolio or you would prefer to manage it yourself with advice, our focus is on delivering clients superior investment returns through a structured and rigorous global investment process.

INVESTING INSIGHTS - The world is constantly changing and new challenges and opportunities are created every day. Investing Insights provide an overview of what we believe is some of the best investment opportunities globally.


3. INVESTMENT SERVICES

As part of the initial investment strategy discussion with your Portfolio Manager, you will discuss the different types of investment services available and decide which one best meets your needs. It is important that you choose the service level that best suits your situation.

DISCRETIONARY PORTFOLIO MANAGEMENT AND ADVISORY SERVICES

As part of the initial investment strategy discussion with your Portfolio Manager, we will discuss the different types of investment services available to help you to decide which one best meets your needs.

EXECUTION-ONLY SERVICE

Our Execution-Only service is for people who are comfortable making their own investment decisions. This service is available by telephone, or alternatively online via Loeb Benson Select. No advice or investment recommendations may be given through the Execution-Only service.


DISCRETIONARY PORTFOLIO MANAGEMENT AND ADVISORY SERVICES

As part of the initial investment strategy discussion with your Portfolio Manager, we will discuss the different types of investment services available to help you to decide which one best meets your needs.

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