our-team

Lotus Capital offers comprehensive and innovative Asset Management, Private Wealth Management Advisory Services and Financial Advisory Services. We provide exceptional personal service, valued advice and investment performance driven by expert knowledge in this specialist field. Lotus Capital's goal is to build long-term wealth for its clients by generating the highest possible returns with the least amount of volatility. Lotus Capital leverages its broad and deep product and service offering, its leading edge technology and personalized approach to meet the special needs of a wide range of clients.

We provide a disciplined value approach to your investment planning with our top-down, bottom-up approach to research. We aim to achieve sustainable income and capital gains from your investment portfolio by following consistent value-based guidelines. With the utmost regard for client confidentiality, we offer objective financial advice with investment strategies that work delivered through service that is not driven by commissions but a share of investment performance.

 

Private Wealth Management

At Lotus Capital we have a bespoke service for our high net worth clients who wish to consolidate and grow their investment portfolio in a structured manner. Lotus Capital operates as a traditional boutique investment firm where clients expect the highest-quality Wealth Management Advice addressing all of their financial planning needs. Lotus Capital's expertise is in developing customized investment plans and actively managing assets.

Our Asset Management Solutions provide clients with sophisticated and innovative alternatives for structuring and growing their portfolios. Given the firm's commitment to meeting the unique needs of its clients it will redefine what private clients expect from Wealth Management Services. Every interaction with our private clients begins with a consultation where we assess your current financial position, your investment needs and your risk profile. We can help determine your objectives and formulate a plan to achieve those objectives in an efficient and timely manner. We will analyze your current financial situation and assist with determining the best course of action for you without compromising your beliefs and values.

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