With a strong record of independent research and innovative thinking, we guarantee the private investor a personal and committed service. Our approach combines market insight and sector expertise with the support of high-quality and actionable research.
We strongly believe in the value of ‘personal contact’ and in building strong and lasting client relationships, with our independence setting us apart from the competition. Our main objective is to provide high returns on investments through proactive management of portfolios.
We have a highly skilled team of portfolio managers with an experience in funds management and/or stockbroking. All our clients have a dedicated portfolio manager.
Our clients have access to all securities listed on both local and worldwide major exchanges from a single investment account. Our client research inquiries are responded to within 24 hours. Our secure Internet connection and servers to private client area is encrypted, and therefore safe to log-in in real time from any location.
Every client is kept updated with reports and bespoke recommendations based on in-depth research and market analysis.
We also institute the facilities and advantages by cooperative relationships with leading financial institutions worldwide, which cover when relevant reduced execution and trading commissions, and personalised fee timetables that favour all our clients.
Escrow & Swift Transfer Agents
For your protection, convenience and speed and when required we may also engage the intermediary services of overseas Escrow and Transfer Agents and their solicitors, to receive or transfer funds and issue stock certificates directly to you. This is extremely beneficial when a client may prefer the confidence of transferring funds to, and from their account within their country jurisdiction.