Funds Advisory
For investors who seek ongoing advice on how best to design a personalized investment strategy, we offer our Funds Advisory Service. With this service, a dedicated Fund Advisor initiates an in-depth discovery process to gain a deeper understanding of the client’s financial situation, define their objectives and build a customized long term investment strategy.
We ensure that the clients specific investment objective and risk tolerance level are fully understood and our investment decisions are made after a thorough understanding of the clients preferences.
We are strategically positioned to take advantage of niche investment opportunities in domestic and international markets. We also deploy our resources to compete favourably in our identified markets and part of our strategic intent is to roll out a variety of funds next year (2009) to provide an alternative source of investments for our clients.
As we aspire to become the one-stop shop for customized Funds within the industry, we will maintain our lead by offering to our clients, products that will give return on investments while ensuring a diversified portfolio.
Our aim is to create and sustain wealth for our clients. This is our commitment.
Specialty Asset Advisory
We view specialty assets within the context of your overall needs and objectives, as alternative investments and purchases that have potentially attractive financial and diversification benefits, unique wealth transfer attributes and items with utility specific to the individual client.
Our team of Specialty Asset Managers bring together the expertise required to effectively analyse, manage and enhance the value of these holdings. We assess the risk and return potential, cash flow characteristics and valuation trends of these assets with the same expertise and stringency that we apply to traditional financial assets. This approach allows us to integrate specialty assets into your personalised asset allocation and wealth management plan as an alternative asset class and to make recommendations accordingly.
Our Specialty Asset Advisory team are here to make the value of your assets go further.
Private Wealth Advisory
We provide world class wealth management services tailor made for you, using our unique approach to money and wealth management. Financial solutions and investment strategies are designed in consonance with your short and long term goals for the growth and preservation of your wealth, within the context of your risk tolerance.
Through a high level of interaction with you, our team of Relationship Managers and Investment Specialists will develop a thorough understanding of your needs and evaluate your preferences by determining spending lifestyle requirements, anticipated large capital expenditures, philanthropic interests and desire for generational wealth transfer.
We aim at delivering superior returns on investment, using proven expertise, comprehensive research/analytics and profound knowledge of investment instruments/vehicles to ensure effective asset allocation, wealth structuring and portfolio planning. Experienced professionals are on hand to advise in areas of Family/ Business Succession Planning, Investment Advisory and Consultancy Services, Corporate Finance Solutions, Portfolio Planning and Trust Management.
Our robust framework is designed to also give you access to Global Markets and instruments (through our strategic alliances with top international financial and investment houses) thereby providing you with an array of investment choices.