Our Investment Principles
Our approach is evidence-based and client-centered. We start with your objectives, risk capacity, and time horizon, then construct a diversified plan using liquid, high-quality instruments. Transparent reporting and regular reviews keep you informed and in control. We avoid unnecessary complexity and keep costs low, because what you don’t pay compounds in your favor.
Diversify Intelligently
Blend global equities, quality bonds, and diversifiers to reduce drawdowns without sacrificing long-term return potential.
Control Risk
Define clear guardrails and rebalance methodically so risk stays aligned with your goals and tolerance for volatility.
Minimize Costs
Prefer low-cost, liquid instruments and tax-aware implementation, because fees and friction erode compounding.
Invest Responsibly
Offer ESG-aligned options and stewardship reporting so you can pursue returns while reflecting your values.
Stay Disciplined
Use rules-based rebalancing and scenario analysis to avoid emotional decisions during market stress.
Be Transparent
Clear reports, accessible advisors, and benchmarks that make it easy to track progress and ask questions.
Credentials and Compliance
AssetRise Advisory Ltd operates with strong governance and risk controls. Our advisors hold globally recognized qualifications and follow a robust code of ethics. We maintain institutional-grade operational standards, including data protection, vendor oversight, and business continuity practices. Clients receive clear disclosures and periodic reviews to ensure ongoing suitability.
- CFA, CIPM, and equivalent credentials among senior staff
- Documented investment policy statements and risk frameworks
- GDPR-aligned data protection and secure client portals
Leadership Team
Meet us
Amelia Grant
Chief Executive Officer
Leads strategy and client experience. Two decades in multi-asset portfolio design and governance.
Oliver Chen, CFA
Chief Investment Officer
Oversees research, asset allocation, and risk. Focus on evidence-based factors and implementation.
Sophia Patel
Head of Client Advisory
Leads planning and reporting. Dedicated to clear communication and measurable outcomes.
Ready to invest with clarity?
Book a discovery call to align your goals with a practical, disciplined plan.