TRAVENT’S COMMITTMENT

Partnering with Travent means embracing the future with confidence, backed by one of Global’s most respected financial institutions.
Our framework of strong governance ensures your assets are shielded through advanced risk oversight, transparent operations, and an independent, stable leadership structure.

WE PRIORITIZE YOU

When you choose Travent, you benefit from:

• A financial partner that values listening, trust, and meaningful relationships

• Access to a skilled Private Banker supported by a dedicated team focused on precision and client care

• Regular, detailed portfolio reviews and clear, timely performance updates

WE TAILOR SOLUTIONS TO MATCH YOUR ASPIRATIONS

We craft personalized financial management approaches that are:

• Customized to your goals

• Built for performance

• Rooted in transparency

WE SUPPORT YOUR OBJECTIVES

Whether you seek stable returns with capital preservation or prefer a more dynamic strategy, our investment specialists place your needs at the center of every decision.

WE MAP OUT YOUR RISK TOLERANCE AND TIME HORIZON

Your investor profile is shaped by various elements:

• Timeline for returns

• Age and life stage

• Personal and professional context

• Willingness to accept risk

We use these to develop a flexible, multi-tiered strategy:

• Determine liquidity needs for daily or short-term use

• Diversify medium-term assets to fund upcoming projects or generate income

• Implement long-term strategies aimed at sustainable wealth growth

OUR STRATEGIC APPROACH TO INVESTMENT

We deliver direction-based strategies shaped by market insights, asset class evaluations, and a conviction-led investment philosophy.

PORTFOLIO MONITORING & CLIENT INSIGHTS

Our reporting tools provide clarity and control.
You’ll gain visibility into your investments through in-person consultations with our analysts, and digital access via Travent’s online platform and mobile app.

CUSTOMIZED MANAGEMENT OPTIONS

Your dedicated Private Banker, working with top-tier analysts, will guide you in selecting the most appropriate mandate based on your goals and risk profile.

DIRECT SECURITIES MANDATE

Focuses on stock and bond selection through:

• Exposure to 25 diversified equities

• Geographic and sector-level diversification

• Emphasis on growth potential and corporate quality

FIXED-INCOME STRATEGY

• Minimum 12 issuer spread for risk control

• Designed to safeguard capital through rate and credit risk management

• Prioritizes high-quality investment-grade bonds

CURRENCY STRATEGY

A non-correlated asset approach designed to capture additional value through foreign exchange exposure.

HIGH-DIVIDEND EQUITY STRATEGY

• Focused selection of companies with consistent dividend payouts

• Portfolio concentrated on 15 carefully chosen direct holdings

SMART BETA – BEST-IN-CLASS APPROACH

Uses a quantitative method to identify top-tier companies based on:

• Cash flow

• Profitability

• Leverage

• Share price stability

Follows a “buy and monitor” model with scheduled portfolio adjustments.

RESPONSIBLE INVESTING (ESG) MANDATE

A strategy that emphasizes investments in companies leading in environmental, social, and governance practices — through a blend of equities and fixed income securities issued by best-in-class institutions.

MUTUAL FUND MANDATES

Portfolio management through funds structured around three risk profiles:

• Conservative

• Balanced

• Growth

Each profile is managed with strategic stock/bond allocation and geographic diversification, including exposure to government, corporate, high-yield, and emerging market debt instruments.