We have meticulously crafted an exclusive investment management process that sets us apart from the rest.

1. Examination of Your Existing Portfolio: Can we enhance your financial performance without increasing cash-flow risk?

2. Crafting Your Investment Strategy: Tailored to Your Financial Ambitions and Risk Profile

3. Building Your Customized Portfolio: Strategic Asset Allocation for Your Distinct Objectives

4. Setting Up Your Refined Investment Process: Embodying Industry Best Practices

5. Mastering Customized Risk Management: Safeguarding Your Wealth with Sophisticated Strategies and Tools

6. Tailoring Personalized Reporting and Periodic Reviews: Committed to Absolute Transparency

7. Cultivating Your Financial Ecosystem: Infrastructure Set-Up

8. Technology Empowerment: State-of-the-Art Financial Technology for Research, Portfolio and Risk Management, and Performance Monitoring

9. Uncompromising Cybersecurity Protection: Building and Fortifying Your Robust Digital Ecosystem

Initiating with a Comprehensive Current Portfolio Analysis

We initiate our partnership with an intricate evaluation of your current portfolio, exposing areas of potential enhancement without risking cash-flow. A recent engagement saw a liquidation of 20% of the investments in the portfolio where management fees were abnormally high, underlining our unwavering commitment to superior financial performance and costs optimisation.

Crafting Your Distinct Investment Strategy: Aligning Your Financial Aspirations and Risk Tolerance

Your unique financial aspirations and risk tolerance form the foundation for creating a personalized investment strategy that is exclusively yours. We take into account your resilience during challenging market conditions, expected returns on investments, and the appropriate time horizon for your strategy. We embody your values and preferences into your investment blueprint.

Building Your Portfolio: Diligently Crafting Strategic Asset Allocation for Your Financial Objectives

Our proficiency in Public Equities allows us to manage your Public and Private Equity portfolios internally, augmenting them with astute cash management strategies. We unlock exclusive opportunities typically reserved for larger institutions—elite private equity, venture capital, and direct investments. For fixed income and alternative investments, we collaborate with trusted external managers to ensure alignment with your tailored financial plan. As an example, we adeptly managed currency and interest rate risk in a externally managed developed market fixed income portfolio in 2016 by utilizing efficient hedges like T-bond shorts. This strategy resulted in a net return of 8% while maintaining impressively low portfolio volatility at an annualized rate of 1%.

Setting Up Your Investment Process: Transforming Wealth into Lasting Legacies

We are excited to meticulously craft a refined investment process that mirrors industry best practices, establishing a high benchmark of precision, efficiency, effectiveness, and unwavering dedication to quality. Our comprehensive Investment Policy Statement embodies our strategic market insights and guides our strategic and tactical asset allocations. We harmonize strategic foresight with extensive expertise to create a series of insightful decisions that honour your bespoke investment strategy. We ensure your portfolio benefits from top-tier investment opportunities, with robust internal procedures guaranteeing flawless execution.

Personalized Reporting and Periodic Reviews: Commitment to Absolute Transparency

We are devoted to absolute transparency, offering regular, comprehensive updates on your investments. Using bespoke financial reporting software, we offer a transparent and streamlined view of your financial position. As markets evolve and opportunities emerge, we refine your strategy. Additionally, our scrupulously designed internal controls protect against human error and fraud, with trust serving as the cornerstone of every transaction.

Mastering Risk Management: Safeguarding Your Wealth through Sophisticated Strategies

We take pride in safeguarding your wealth by implementing our customized, advanced risk management strategies and a liquidity management system. A core principle, successfully applied across six financial crises, insists that no single position's potential loss should exceed 3% of the total portfolio assets. We meticulously manage portfolio liquidity, ensuring swift liquidation when needed. Notably, 25% of a USD 100 million can be liquidated within a single day, 50% within a week, and 80% within a month, demonstrating our foresight and precision during critical periods like the latter half of 2022 and March 2020.



Building Your Financial Ecosystem

Enhance your investment operations with our cost-effective Family Office services. Our comprehensive solution encompasses the establishment of the necessary investment infrastructure, including required bank and brokerage accounts, with a proven track record of reducing total investment management costs at least by 30%. The unpredicted insolvency of Credit Suisse serves as a reminder of the importance of judicious counterparty selection.

Technology Empowerment: Leveraging State-of-the-Art Financial Tools for Peak Performance

In sync with our investment processes, we leverage cutting-edge financial technology for research, portfolio, risk management, and performance monitoring. This combination ensures optimal efficiency and transparency.

Rigorous Research: Developing Strategic Insight

We provide investment analysis shaped by a thoughtful blend of broad macroeconomic strategic views and detailed micro-insights specific to each investment. Our strategies combine encompassing big-picture views with meticulous scrutiny of every potential investment, utilizing research from esteemed investment banks and independent research boutiques.

Uncompromising Protection: Prioritizing Cybersecurity for Unshakable Trust

We understand that the confidentiality of financial information and privacy is not a mere preference but an absolute imperative. In guarding high-value portfolios, we acknowledge the heightened cybersecurity risks and offer unwavering commitment to your tranquillity. Our stringent protocols and cutting-edge technology shield a robust digital ecosystem, ensuring your trust in us remains unshaken. In our service, your digital security is not just a commitment; it is the cornerstone of our elite service.

We also provide an exceptional suite of additional wealth management services that stand in a league of their own.

Educational Empowerment: Preserving the Continuity of Your Legacy

We consider the financial education of your family members and the succeeding generation to be a crucial responsibility of utmost importance. We equip your successors with a profound understanding of wealth management, financial literacy, and the complexities of sustaining a family business. Our educational initiatives aim to instil financial responsibility, ensuring the seamless continuation of your legacy with adherence to your family's values and principles.

Intergenerational Wealth Transfer

We facilitate the efficient transition of wealth, materializing your vision for enduring influence. With subtly exclusive strategies that incorporate estate planning, philanthropy, trust, and foundation management, we ensure wealth flourishes across generations. Our service mirrors your family's values and aspirations, creating an atmosphere of understated elegance. Our dedication to preserving and augmenting your legacy underlines the exclusivity of our services, reflecting the value we place on your trust and confidence in us.

Embark on a journey beyond the conventional. At M.I. Achkasov & Co, your wealth is safeguarded and enhanced by our extraordinary services, unswerving pursuit of excellence, and forward-thinking approach. Together, let's craft your sustainable wealth and elevate it to new horizons.