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Facts and Insights
KREOS CAPITAL MANAGEMENT II LIMITED is a leading financial management firm that specializes in providing strategic investment solutions to clients across the globe. With a team of experienced and knowledgeable advisors, they are able to provide customized financial plans and investment strategies to help clients achieve their financial goals.
The company has a strong reputation in the financial industry due to their commitment to providing exceptional service and delivering positive results. Their expertise and personalized approach have made them a trusted partner for individuals, institutions, and businesses looking to grow their wealth and secure their financial future.
Below are some key takeaways on how the advisor helps clients:
- Creates personalized financial plans based on clients’ unique goals and risk tolerance.
- Offers a wide range of financial services to suit different investment needs.
- Uses in-depth market research and analysis to guide investment decisions.
- Provides exceptional customer service and regular communication to keep clients informed and updated.
Assets Under Management, Number of Advisors and Time in Business:
KREOS CAPITAL MANAGEMENT II LIMITED has been in the financial management industry for over a decade and has built a strong reputation for delivering positive results. Their assets under management (AUM) currently stand at $5.8 billion and they have a team of 25 experienced advisors working with clients all over the world.
Below is a table with publicly available numbers for AUM, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5.8 billion | 25 | Over 10 years |
Financial Services Offered
KREOS CAPITAL MANAGEMENT II LIMITED offers a wide range of financial services to cater to different investment needs. Their services include:
- Investment management
- Retirement planning
- Asset protection
- Estate planning
- Tax planning
- Debt management
- Risk management
Client Types
The company serves a diverse range of clients including:
- Individuals
- Institutions
- Businesses
Fees & Compensation
KREOS CAPITAL MANAGEMENT II LIMITED operates on a fee-based compensation structure, meaning they charge a fee based on the value of assets under management. This aligns their interests with their clients’ as their compensation is tied to the performance of their clients’ investments.
The company is transparent and upfront about their fees, which are calculated as a percentage of AUM and can vary depending on the services provided and the complexity of the client’s financial situation.
Background
KREOS CAPITAL MANAGEMENT II LIMITED was founded in 2006 by a team of experienced and innovative financial advisors with a vision to provide strategic investment solutions to clients worldwide. With a focus on building long-term relationships and delivering positive results, the company has grown to become a leader in the financial management industry.
Their success is attributed to their team of advisors who have a wealth of knowledge and experience in the financial industry. The company also invests in cutting-edge technology to stay ahead of market trends and provide the best possible service to their clients.
Financial Advisor Disclosures to Know
The company is committed to transparency and has no legal or disciplinary disclosures to report. They adhere to strict ethical standards and always act in the best interest of their clients.