Wealth Management
Wealth Management
Our sole aim is to maximize our investor returns without sacrificing the quality of their portfolio. We have a competent and experienced investment team that offer insightful and impartial investment advisory services so that your portfolio is well-diversified. We allow our clients to be in control of their investments without being burdened by the enormous task of individually tracking them.
Our Wealth Management Services
Services Offered
- Private Wealth Management via 3rd Parties
- In-house Wealth Management
- Open investment accounts and provide finacial soluations to grow, preserve and transfer wealth of our clients
- Products are arranged on behalf of a top-tier asset manager
- Dedicated team mandated to manage existing client portfolio
- Focus on capital preservation, income and long-term growth
Investment Products
Collective Investment Scheme
- Retail
- Mass Affluent
- Affluent
- High Net Worth
- Ultra High Net Worth
- Family Office
- Intermediaries
- Pensions
- Insurance
- Sovereigns
Non-Collective Investment Scheme
- Retail
- Mass Affluent
- Affluent
- High Net Worth
- Ultra High Net Worth
- Family Office
- Intermediaries
- Pensions
- Insurance
- Sovereigns
Portfolio Management
- Ultra High Net Worth
- Family Offices
The Investment Universe
Cash
- Money Market Funds
- Other Cash Instruments
Fixed Income
- Managed Portfolios
- Individual Issues
Equities
- Managed Portfolios
- Mutual Funds
- Individual Stocks
Funds, Futures Commodities
- Fund of Funds
- Exchanged Traded Funds(ETFs)
- Futures Funds
Structured Products/Derivatives
- Unique Structured Products
- Unique Derivative Strategies
Real Eastate
- Funds & Investments Trusts
- Joint Ventures
- Operating Companies
Hedge Funds
- Fund of Funds
- Macro Funds
- Long/Short Funds
- Event-Driven Funds
- Market Neutral Funds
PE & VC
- Leverage Buyouts
- Mezzanine Financing
- Distressed Debt
- Special Situations
- Start ups
We offer the convenience of professionally selected offerings within each asset class which allows each investor to build value and safeguard returns
Individuals
- Family Offices
- Retail
- Mass Affluent
- Affluent
- High Net Worth
- Ultra High Net Worth
Institutions
- Family Offices
- Intermediaries
- Pensions
- Insurance
- Sovereigns