What Ousos does

Portfolio Review

The first thing we do is a thorough portfolio review. You can send us all your portfolios, and we’ll consolidate them to get a complete picture of your assets. We’ll go through each instrument to spot any red flags, identify assets that might not fit with the current market, or those that might be too risky for your profile. While we won’t suggest specific buy or sell actions, we’ll give you our honest feedback.

We’ll also help you establish the best asset allocation based on your goals and risk appetite. With a clear view of all your assets, we can help guide you towards a diversified portfolio that makes the most sense for your needs.

Independent Analysis of Products

Your bank may send you ideas for structured products, funds, ETFs, hedge funds, and other financial instruments. If these sound unfamiliar, we can break them down for you—explaining how they work, their risks, and their potential benefits. We’ll also assess whether these investments make sense for your portfolio in today’s market, and even suggest alternatives that could be cheaper or more suitable.

While your banker may be responsible for these recommendations, they’re often rushed or lack in-depth clarity. We’re happy to take the time to explain everything properly.

Additionally, we can analyze investment opportunities from external sources—whether a friend, a contact, or an outside advisor—something your bank may not be able to do.

Independent Analysis of a Theme

Occasionally, your bank might pitch you on investment themes, like clean energy or an ageing population. These ideas can sometimes be more about pushing certain products that benefit the bank more than your portfolio. We’ll help you evaluate these themes, checking if the proposed products make sense, or if there’s a better way to approach the investment.

If you’ve got your own theme or area of interest you’d like to explore, we’ll work with you to find the best investment strategy to bring it to life.

Fixed Income

At Ousos, we specialize in bonds. We’ll review any bond suggestions from your bank and help you select the right ones based on issuer, duration, and rating. Bonds are diverse, and different market conditions call for different strategies. We’ll help you build and monitor a bond portfolio that maximizes yield and minimizes risk. Unlike many bankers who treat bonds as "buy and hold" assets, we believe in actively monitoring your portfolio to prevent defaults and enhance returns.

Equities

We’ll give you a second opinion on equity recommendations from your bank and help explain the more complex research reports. This includes breaking down valuation metrics, identifying the best sectors at the right time, and understanding how different types of stocks and indices perform in today’s market.

While equities can offer great long-term returns, many investors mistakenly expect quick profits. We recommend viewing equities as a long-term play, despite occasional volatility. If you’re interested in short-term trading, that’s outside our scope, but we’re happy to guide you in the longer-term approach.

Independent Asset Managers

Ousos has strong connections within the financial industry, allowing us to offer access to boutique independent asset managers with unique investment strategies. These smaller institutions provide an opportunity to diversify your portfolio beyond conventional fund managers, giving you direct access to fund managers for a more personalized approach.

By your Side if you’re too busy

If you’re pressed for time and need assistance with calls or meetings with your bank or other financial institutions, we’re happy to join you. Just let us know what you need, and we’ll ensure the right questions are asked to get the answers you need.

We can also bridge the communication gap between you and your bankers, ensuring that emails and proposals are understood. We won’t talk to your bankers without your authorization and won’t have any authority over your accounts—our role is simply to facilitate and make the process easier for you.

Financial Education and Finding our Rythm

We believe that understanding your investments is key. If there’s any jargon or financial instruments you’re not familiar with, we’ll take the time to explain them clearly, from calls and puts to ETFs and Credit Linked Notes. We’ll also help you stay on top of the current macroeconomic environment and how it might impact your portfolio.

At Ousos, we believe in offering a personalized service where each relationship is unique. This means we can tailor our approach to suit your specific needs—even if they go beyond the usual scope of work.

Monthly Market Update

To keep you informed, Ousos sends a simple and concise market update every month. In just one or two pages, we’ll summarize key market events and provide an outlook for the month ahead—giving you everything you need to know in a digestible format.