Portfolio Investments
What we do

Capital markets, M&A and regulated market access.

Mandate brief

Transaction advice and local execution for issuers, shareholders, institutions and investors in Uzbekistan.

Integrated advisory platform

One senior team across five execution disciplines.

Each capability can stand alone or combine around a single mandate, keeping strategic advice, regulatory coordination and local execution aligned.

01Advisory discipline

M&A & Privatization

Buy-side, sell-side and privatization support from initial decision framing through negotiation and transaction coordination.

The mandate is shaped around the client’s objective, the asset, the stakeholder landscape and the practical route to a transaction. Workstreams can be combined or commissioned separately.

Selected services
  • Sell-side advisory
  • Buy-side advisory
  • Privatization processes
  • Valuation and modelling
  • Investor identification
  • Negotiation and coordination
02Advisory discipline

Equity Capital Markets

IPO and SPO advice for issuers and shareholders, connecting readiness, positioning, investor engagement and local execution.

The work starts with the issuer’s objective and current level of preparation. The scope can extend from early readiness through placement and closing.

Selected services
  • IPO and SPO readiness
  • Equity story
  • Valuation
  • Investor materials
  • Regulatory coordination
  • Placement and closing
03Advisory discipline

Debt Capital Markets

Debt-securities advice from the funding objective and proposed structure through investor materials, placement and closing.

The mandate connects the issuer’s funding objective with structure, market preparation and execution. The final scope depends on the issuer and proposed instrument.

Selected services
  • Funding assessment
  • Bond structuring
  • Financial analysis
  • Investor materials
  • Regulatory coordination
  • Placement and closing
04Advisory discipline

Brokerage & Market Access

Market access for eligible institutional and private clients, supported by onboarding, brokerage, custody and post-trade coordination.

Before execution, the client, account structure, custody arrangements, settlement process and applicable service terms are confirmed. Services remain subject to onboarding, KYC review and contract.

Selected services
  • Investor onboarding
  • Securities brokerage
  • Custody support
  • Trade execution
  • Government securities market access
  • Settlement coordination
  • Post-trade support
05Advisory discipline

Investment Management & Advisory

Discretionary asset management, private wealth advisory and strategic investment advice aligned with the client’s stated objectives, decision framework and agreed scope.

The objective, constraints, governance and review process are clarified before the portfolio or advisory workstream is designed.

Selected services
  • Discretionary asset management
  • Private wealth advisory
  • Asset allocation & portfolio construction
  • Financial modelling
  • Strategic finance
  • Governance advisory
  • Market intelligence
Selected execution experience

Advice grounded in completed market work.

A selection of completed mandates where Portfolio Investments held an execution role.

Execution model

From mandate to closing.

A disciplined process that keeps analysis, stakeholder engagement and execution aligned.

  1. 01

    Define

    Clarify the objective, decision criteria and transaction perimeter.

  2. 02

    Prepare

    Build the valuation, structure, materials and regulatory workplan.

  3. 03

    Engage

    Approach relevant investors, buyers, issuers and stakeholders.

  4. 04

    Execute

    Manage negotiation, placement, documentation and closing.

Shape the right scope before execution.

Share the objective, timetable and stakeholders. We will define the advisory and execution workstreams that fit the mandate.

Discuss your mandate