Dual Relationship Management Structure
CapitalatWork has a two pronged approach to client servicing to ensure complete and focused coverage of the client’s needs. Clients are covered by a Client Relationship Manager and a dedicated Portfolio Manager.
The Client Relationship Manager is the first point of contact for the client and ensures the coordination of all non-portfolio related matters. The Client Relationship Manager is available for comprehensive advise on overall investment management solutions and the product range.
The Portfolio Manager is the investment related contact. He is responsible for client-specific portfolio construction based on our disciplined investment process and a well defined mandate. The Portfolio Manager will update the client with respect to portfolio activity and behavior on a regular basis.
We believe that this dual approach is best suited to guarantee optimal client servicing.