Advisory

Spanning a wide range of asset classes, our investment roadmaps apply thorough market insights to deliver enhanced returns while minimising risk. Leveraging on our resources, you enjoy unparalleled access to a leading boutique asset managers in a way that compliments your needs. Our approach to investment architecture is objective-driven management, ensuring the advice and solutions you receive, serve your goals. We provide:

  • Asset Selection;
  • Investment Architecture;
  • Strategic Objective-Driven Investing;
  • Liquidity Management;
  • Industry-Specific-Asset-Class Strategies.
Products

There are several different avenues you may wish to take when it comes to traditional funds. Whatever your choice may be, our season account managers will manage your portfolio.

  • Stocks - Funds that invest in major stock markets from around the globe;
  • Industry-specific – Invest in companies operating in a particular industry or sector;
  • Money Market – Short-term investments that offer lower risk and higher rates of interest than savings accounts;
  • Note: The income you can receive, and the value of the fund itself, can fall as well as rise.
Private Clients

What is right for you? The answer to this question is what shapes every wealth plan we develop and manage. Governed by your objectives, we draw on our extensive in-house strengths enabling us to develop a strategic investment plan that’s right for you.

  • We act in your best interests;
  • Mitigate risk versus reward on your behalf;
  • Provide strategic investment advice;
  • Holistic approach to investing.
Venture Capital

If you are an entrepreneur offering innovative product solutions with global market potential and are in need of funding for the expansion of your business, we may either partner or offer access to our extensive network of investors and resources, providing you with the solution for growth.

  • Investment in small businesses;
  • Emerging industry-specific growth companies;
  • Diversification investment potential.
Mergers and Acquisitions

We provide expert consultation, leveraging on our extensive insights, allowing you to seize opportunities. We offer advisory services to corporate and private buyers and sellers, whether they are private equity or corporate investors. Our services include:

  • Strategic Due-diligence;
  • Project Management;
  • Post-merger Integration.