We help leading life and property & casualty insurance companies, across North America, Europe, and Asia, to develop and execute disciplined portfolio management strategies for both their general and separate accounts.
Patpatia & Associates teams with financial institutions to create or reengineer unique offerings for their high net worth, institutional, insurance, and retail clients. We identify opportunities to expand into new global markets and leverage a company’s critical mass to increase competitiveness and build market share.
For organizations, such as insurance companies, with substantial assets to manage, we also offer an independent, expert perspective on business and risk management considerations, as well as guidance on appropriate investment opportunities and improved asset & liability management.
Our Asset Management expertise centers on the following areas:
