Private Portfolio Management
What is Private Portfolio Management?
Private Portfolio Management is the management of individual and institutional investors' portfolios by a professional team in accordance with their financial targets. As Kuveyt Türk Portföy, we create and manage portfolios in accordance with the principles of participation finance by considering the financial status, risk-return preferences and investment period of our investors. An “Individual Portfolio Management Agreement” is signed with our investors for Private Portfolio Management service and the process is carried out with a completely customer-oriented approach.
Transparent and Regular Reporting
Portfolio performance is regularly monitored and communicated to our investors in detailed reports.
Expert Management
Our experienced team monitors market developments and manages portfolios with the most appropriate strategies.
Compliance with Interest-Free Finance Principles
All investment decisions are taken in accordance with international participation finance principles.
How do We Work for You?
As Kuveyt Türk Portföy, we prioritise your needs and expectations while managing your assets.
Counselling and Goal Setting
As the first step of the investment process, we conduct a comprehensive assessment with you to understand your financial goals, risk-return preferences and investment period. In this context, we conduct a “Legitimacy Test” in order to offer the most suitable products and services for your investment needs. Thus, we create a solid foundation to determine a customised investment strategy for you.
Personalised Strategy
We create a special portfolio strategy for you by using investment instruments in accordance with the principles of participation finance.
Active Management
Our expert team dynamically manages and optimises your portfolio by closely monitoring market conditions.
Transparent Reporting
We regularly report on the performance of your portfolio and keep you informed at every stage.
Why Kuveyt Turk Portfolio?
As Kuveyt Türk Portföy, we have been offering investment solutions in accordance with participation finance principles in capital markets since 2015. Our company, a 100% owned subsidiary of Kuveyt Türk Participation Bank, is the leader of the participation-based portfolio management sector and is a reliable companion of our investors with its service approach at international standards.
As Kuveyt Türk Portföy, we are happy to be with you on your investment journey.
Full Compliance with Participation Finance Principles
We conduct our activities in accordance with international interest-free finance principles and ensure this compliance under the supervision of the High Advisory Board.
Expert and Large Staff
Our experienced and well-equipped team professionally manages your portfolios with their expertise in capital markets.
Customised Solutions
We create personalised investment strategies in line with our investors' risk-return preferences and financial goals.
Reliable and Transparent Management
We offer a reliable management approach with regular reporting and open communication throughout the entire process.
Frequently Asked Questions
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What is the minimum investment amount for Private Asset Management?
The minimum investment amount is determined depending on the client's needs and investment strategy. You may contact our expert team for detailed information.
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How does the process work?
The Private Asset Management process is structured to fully meet the needs of our investors:
1. Suitability and Appropriateness Test is conducted: The customer's financial situation, risk-return preferences and investment period are evaluated and the most appropriate solutions are determined..2. The Contract is Signed: To initiate the investment process, an “Individual Portfolio Management Agreement” is signed with the investor.
3. Benchmark is Determined: A benchmark specific to the investor is determined so that the performance of the portfolio can be monitored.
4. Portfolio is Created and Managed: A personalized portfolio is created and actively managed with investment instruments that comply with participation finance principles.
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What are the investment instruments that comply with participation finance principles?
Our portfolios include domestic and foreign equities listed in the participation index, domestic and foreign lease certificates (sukuk), investment funds compliant with the participation index, and other interest-free investment instruments.
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Who can benefit from Private Portfolio Management service?
All investors who want to manage their individual or corporate financial goals with a professional team and who want to invest in accordance with the principles of participation finance can benefit from this service.
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How to track portfolio performance?
Regular and transparent reports are provided to our investors. In this way, you can easily track portfolio performance and executed transactions.
Meet Our Experts
Top Earning Funds of the Month
You can examine the Kuveyt Turk Portfolio funds that have earned the most within 1 month retrospectively as of today.
Precious Metals
KZL
GOLD PARTICIPATION FUND
Risk Level
High Risk
Precious Metals
KUT
PRECIOUS METALS PARTICIPATION FUND
Risk Level
High Risk
Precious Metals