Asset Management

Discretionary Portfolios

The Concord Group manages portfolios for institutions and high net worth individuals on a discretionary basis.

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Egyptian Equities

In 2001, the Concord Group entered into a joint venture in Egypt with Credit Suisse under the name of Swiss Egyptian Portfolio Management Company to manage investment portfolios on behalf of individuals.  In, February 2005 the Concord Group repurchased Credit Suisse’s share to become the sole owner and changed its name to Concord Portfolio Management Co.

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US Equities

Together with its co-advisors, the Concord Group offers expertise in US equities through the use of closed-end and exchange-traded funds.

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Past performance is not necessarily indicative of future results.