ERTAB HOLDING LIMITED

Built on Strong Foundations

Ertab Holdings LTD has been managing clients’ assets since 2019 and is a member of the the international investment funds association. With assets under discretionary management exceeding €200 million, we provide a wide array of quality services in a consistent yet flexible manner. Our client relationships are founded on both trust and performance and our clients’ satisfaction is reflected in our high client retention rate. We focus on capital preservation and sustainable long-term performance. Since inception, our goal has been the safeguarding and promotion of the interests of our private and institutional clients both in United Kingdom and abroad.

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Over the years, we have also built a significant presence in global capital markets, investing in equities, bonds, commodities, precious metals, crypto currencies, and financial instruments in both developed and developing economies. Our global focus enables us to exploit a broad variety of investment opportunities and thus achieve the optimal diversification level.

The quality of our services is the result of a comprehensive operational framework, designed around our clients and entrepreneur We undertake a thorough review of each client’s preferences, future goals, and investment objectives. This allows us to offer truly bespoke services and make sound financial decisions.

Our focus on the interests of our clients is reflected in our business model since inception. Our corporate growth has not resulted from marketing and other promotional activities, but rather, by word-of-mouth recommendations by our ever-expanding network of satisfied clients and their families and associates.

As a United Kingdom holding we are a regulated financial entity operating under a strict legal framework designed to safeguard our clients’ interests. We aspire to offer services based on our Code of Ethics and moral values. Trust, loyalty, discretion, and transparency are the cornerstone of our philosophy and operations.

Since our founding, we have forged an international reputation for successful holding based on research, innovation, essential risk management, and the ethics and quality of our staff. To this end, we invest considerable financial resources in the continuing education and professional development of our staff as well as in cutting-edge technological infrastructure.

Our clients benefit from strong partnerships we have formed with top-tier service providers. Our solid cooperation with financial institutions such as UBS, Pictet, Julius Bär, JP Morgan, Mirabaud, Commerzbank, and others, enables us to utilize high-quality custodian and other private banking services in Switzerland, Singapore, Dubai, USA, and Hong Kong. Moreover, our clients benefit from our global professional network of tax, insurance, and legal service providers.

Ertab Philosophy

ESSENTIAL PRINCIPLES FOR SAFEGUARDING YOUR WEALTH

Every investment decision we make is based on the fundamental principles that form the core of our investment philosophy.

Proper asset allocation

Though it may not make sense to most investors, the most important investment decision is not about the individual securities that comprise the portfolio, but rather, is about the asset allocation mix, i.e. the relative proportion of cash, bonds, stocks, and other asset classes.

Long Term Focus

Superior as well as consistent returns can only be achieved by focusing on long term trends in both financial markets and the real economy, globally. Our approach embodies our solid understanding of the impact of macroeconomic factors on asset classes and individual investments. However, in certain cases, we may be tactically opportunistic in the short-term, by exploiting short-lived yet significant devaluation in certain assets.

Absolute Return

We are proud of our established track record of delivering positive returns irrespective of market fluctuations and volatility. Driven by the vital importance of preserving your capital, we operate under a strict and robust risk framework. We do not focus on short-term temporary performance but rather, on long-term absolute returns in excess of inflation and benchmark interest rates.

Efficient Diversification

A broadly-diversified investment portfolio, with exposure to as many regions and markets as possible, has much less risk than a portfolio consisting of only a handful of individual stocks or bonds.

Risk Management

Investment returns are driven by risk-taking. Our fiduciary responsibility to our clients entails providing asset management solutions that are appropriate for their respective risk profiles and investment objectives. We work hard to balance risk and return by complementing investment research with robust portfolio construction and disciplined risk management.