+94 707 105 656

Grow with us

Start shaping your financial future today.

Sign up today

About Us

George Steuart Asset Management (Pvt) Limited (GSAM) is a fully owned subsidiary of George Steuart and Company. GSAM, an Investment Manager, is licensed and regulated by the Securities and Exchange Commission of Sri Lanka, under Securities and Exchange Commission Act, No. 19 of 2021. Our organization specializes in providing comprehensive wealth management services to a discerning clientele.

"We aspire to establish a leading wealth management brand, the favored selection for both individual and corporate clientele within Sri Lanka. Our vision embodies core principles of integrity, service, excellence, and collaboration."

"Our mission is to position our company as a frontrunner in the Wealth Management industry, with the goal of securing a position among the top ten wealth management firms in Sri Lanka within the initial decade of our operations."

Our Services

Consulting

  • Broad explanation of investment objectives and assessment of risk tolerance levels.
  • Develop customized asset allocation strategies.
  • Recommend appropriate investment products.
  • Review performance against benchmarks

Overlay manager

  • Trade Execution.
  • Portfolio Implementation / Management
  • Coordination with counter parties.
  • Cash-flow Management.

Reporting

  • Comprehensive Periodic Reporting.
  • Summary of performance and portfolio Activity.
  • Monthly Financial Statements.
  • Trade Confirmation for every transaction.

Discretionary Portfolio Management

  • In Discretionary Portfolio Management, you delegate your investment decisions to us, a professional portfolio management team. You outline your financial goals and risk tolerance, allowing us to construct and manage a diversified investment portfolio based on your preferences. This service is convenient for you as it enables timely responses to market changes without requiring your constant input. Regular updates and reporting keep you informed about your portfolio's performance, ensuring a streamlined and efficient investment management process tailored to your needs.

Active Fund Management

  • Active fund management entails the proactive management of investment funds by making strategic decisions regarding the selection and allocation of securities within a portfolio. Fund managers engage in research and analysis to identify investment opportunities, exit and entry into positions, adjust portfolio allocations, attempt market timing, and regularly monitor investments.
  • Active management will outperform benchmark rates and Optimize returns by lively trading the yield curve.

Passive Fund Management

  • Government Securities Market Passive fund management refers to the strategy of investing in a portfolio that mirrors a specific market index or benchmark, aiming to replicate its performance rather than actively selecting individual assets.
Regulatory Oversight

Regulatory oversight ensures that we prioritize investor protection by providing transparent information about funds' performance, associated risks, and fees. Additionally, we have established robust risk management frameworks that identify, assess, and mitigate various risks, such as market fluctuations and liquidity challenges, to safeguard investors' capital and interests.

Strategic Financial Planning

We work closely with clients to develop comprehensive and personalized financial plans. These plans take into account individual goals, risk tolerance, and time horizons. By aligning investments with clients' specific needs, we create a roadmap for maximizing long-term wealth accumulation.

Learn how to maximize your wealth!

Schedull a Call

TREASURY BILL AUCTION HELD ON 08 JANUARY 2024

Maturity (Days) Amount Offered Bids Received Amount Accepted Current Auction (%) Previous Auction (%)
91 LKA09125D115 30,000 86,886 30,000 8.47 8.55
182 LKA18225G115 30,000 135,639 30,000 8.60 8.72
364 LKA36426A094 42,000 70,385 42,000 8.90 8.94

Investment Process

01

Consultation and Agreement

02

Authorization / Verification

03

Operational Readiness

Professional Expertise
Goal-Driven Approach
Effective Risk Control
Transparent Reporting
Regulatory Compliance

Meet Our Team

News Center
Sri Lanka optimistic about a positive outcome with bondholders: Minister
01/04/2024
Exporters call for urgent action on rupee appreciation
02/04/2024
Sri Lanka central bank buys $484mn from markets to Feb 2024
02/04/2024

Get in touch with us

Address

No.350, Union Place, Colombo 02.

Phone

+94 707 105 656
+94 0112105650 - 656

Email

[email protected]