Our capabilitiesInvestment Advisory
Asset allocation
Asset allocation is the decision about how much of your portfolio sits in each asset class, and the band each one is allowed to move in. We measure the current mix against the target, surface hidden concentrations, and propose a route to the target allocation that accounts for cost, tax and liquidity.
How the work runs
- 01
A first conversation: we hear your position, your objective and your constraints, and establish whether this service fits.
- 02
The scope is written down: what is delivered, by when, and on what terms.
- 03
The work is done and the result is presented with its evidence and assumptions. The decision stays yours.
Let us talk about this
Fill in the form and the Raika team will contact you for an initial conversation. Sending it commits you to nothing.
This page describes a service. It is not an investment offer and not personal financial advice. Scope and responsibilities are agreed in writing before any work begins.