At Alfa Global Wealth Advisors, we provide a comprehensive suite of wealth management services tailored to our clients’ individual needs. Our team of experts are committed to guiding you through every step of your financial journey. With our Governance, Risk Management & Compliance Advisory (GRC) services, we ensure that your investments are protected and your portfolio is aligned with your values.
Governance is the backbone of good asset management, and at our Wealth Management firm we know how to design and implement an effective governance framework, structure and practices. Our team of experts have years of experience creating customized solutions for our clients that maximize returns and minimize risk. Trust us to manage your assets with the highest level of care, attention and governance possible.
We know that risk management is a critical aspect of wealth management. That's why we offer a range of risk management policies such as Fx & Commodity hedging, ERM & risk library, risk reviews, and vendor risk management. Our team works closely with you to develop a tailored approach to managing risks specific to your portfolio. You can rest assured that your wealth is in good hands.
Our Compliance Advisory service is designed to ensure that your business has a solid compliance framework in place. We review your policies to ensure they are up-to-date and compliant with regulatory requirements. Our team also prepares you for pre-inspection preparedness, ensuring you are ready to face regulatory inspections with confidence.
Our Wealth Management team offers a Process Advisory service to help businesses design, re-engineer, and review their processes. Our subject matter experts guide organizations in creating and standardizing Standard Operating Procedures (SOPs) to improve efficiency and compliance. We also help create control frameworks to support growth and stability.