TAO Financial services - managing financial portfolio
Our flagship service includes serving our clients as Chief Investment Officer (CIO). In scope of this role we are devoted to oversee the investment activity, including planning of the investment strategy in light of the family's goals and values, management of the implementation directly and by third parties executing investment activities, monitor the developments and provide integrated reporting.
Our Special Expertise - Structured financial products
Our team of financial and technology experts has years of experience in the area of structured financial products, mainly serving international global prime banks. The technology used by us supports prime banks such as Morgan Stanley, Citi, HSBC, Barclays, Commerzbank, RBC, JP Morgan, BNP Paribas in diversifying their offerings of financial products to their clients.Utilizing this proprietary technology by us result is ability to structure financial products efficiently and less costly.
Structured products have been a key feature of international financial markets for many years. Yet, they are often considered highly complex. In reality, however, structured products are instruments that can be used as flexible alternatives to the traditional investment categories while providing additional attractive features, such as capital protection, yield enhancement, participation, leverage, or a combination of these.
Advantages of Using Structured Products
Structured financial products is a simple and cost effective access to a wide range of markets and asset classes. Full capital protection or pre- defined maximum potential loss. Potential return whether the performance of the underlying asset is static, bullish or bearish. Built-in currency risk management features in some products.
I many cases we use financial products as a problem solvers:
Lack of liquidity: We guarantee liquidity on daily basis.
Costs: Our relationship with the issuing banks allow us to save up to 90% of the banking fees.
Risks: we have dedicated experienced team negotiating product terms in order to simplify the offering and reduce risk.
Inflexible: we enable full customization of the product to our client's needs.
TAO Financial services - investment in Israeli startups
Our highly trained team helps you to invest in early stage Israeli startups. We identify, provide a due diligence services and help you to invests in early-stage Israeli startup companies with innovative intellectual property. We focus on startups with exceptional management teams, and high potential for market penetrability and growth. We invest in startups through all the sectors including but not limited to pharmaceuticals, information technology, biotechnology, financial data mining, decision support systems and more.