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INVESTMENT MANAGEMENT

A Trusted Firm with a Legacy of Accomplishment

Your success is our business
We’ve got the global network, deep expertise and innovative vision to meet all your banking needs and more

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INVESTMENT MANAGEMENT

Over ALBT’s history across both public and private investments, we have developed a highly specialized investment platform that continues to evolve, just as markets do. As an independent institution, we are able to offer a truly open architecture platform. The success of our platform is built on the intellect of our team, the intelligence of our ideas and the discipline of our process.

The ALBT platform provides a bespoke offering for investments, encompassing the following:

  • ⦁ Investment Portfolio Management
  • ⦁ Investment Research & Advisory
  • ⦁ Brokerage & Trading
  • ⦁ Investment Funds
  • ⦁ Direct Investments
  • ⦁ Performance Analytics


Drawing on the depth and diversity of our investment professionals - whose expertise spans all major asset classes, markets and currencies - we are able to generate unique investment ideas across the risk spectrum. Working in a highly collegiate environment, our team openly exchanges ideas, information, research and analysis to provide our clients with individual investment insights and holistic investment solutions.

INVESTMENT PROCESS

Our investment process is comprised of a robust investment research & advisory framework and a disciplined portfolio construction methodology, both designed to generate the best risk adjusted returns for our clients within their risk profile and in accordance with their investment parameters.

ALBT’s Investment Markets analytical process is based on a macroeconomic framework using proprietary economic and market based leading indicators.

ALBT’s Investment Fund research process utilizes in-house expertise to undertake investment manager research across a broad universe of fund strategies. Our experienced investment professionals analyze performance and portfolio exposures through rigorous quantitative and qualitative analysis.

Visit Investment Markets Research to learn more.

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PORTFOLIO ADVICE AND CONSTRUCTION

ALBT’s investment management offering is unique - it is designed entirely around the individual investment objectives (Capital Growth, Income, or Growth) and risk profile (Conservative, Balanced, or Aggressive) of clients and their families, rather than any generic model that does not distinguish between a client’s investment objectives and risk profile.

ALBT provides clients with direct access to all elements of the wealth creation process - through a Core, Tactical and an Opportunistic Portfolio - all converging to provide an overall Client Portfolio that is as unique as our individual clients.

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$348+ BILLION IN ASSETS UNDER ADMINISTRATION (AUA)

We assist clients in new business formation worldwide in many jurisdictions, investments, M&A, debit cards, bank reference letters, and 24/7 online banking

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2798+ FUNDS SERVICED

Allied Bank & Trust not only has a “fortress” balance sheet but also offers sophisticated, multicurrency global Capital Market execution. We provide access to stock markets around the world and global investment services.

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800+ COMMITTED CLIENTS

Allied Bank & Trust solidifies trust and loyalty with our worldwide clients through secure banking systems, offering a wide range of services and dedicated customer support.

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Allied Bank And Trust Bahamas

Headquartered in The Bahamas, Allied is an independent financial services group that delivers bespoke solutions to meet our clients’ unique needs. The Alliance group of companies includes Allied Bank & Trust Limited, Allied Fund Services Limited and Allied Investment Advisers Limited, Allied Securities Ltd. and Alliance Bank & Trust Limited.

Office in Estonia Avenue

Estonia Av. 5a, 10143 Tallinn, Estonia

Whatsapp & Phone: +3726188089

Time: Mon-Fri (9am - 7pm) Sat & Sun CLOSED

[email protected]

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Business No 21771C |

SWIFTCODE ALBTBSN1 |

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© 2022 Allied Bank & Trust Company (Bahamas) Limited is licensed to provide International Corporate Services in accordance with Section 3(5) of the International Corporate Service Providers Act, 2003
by the Financial Services Authority.