Investment Advisory
Our value proposition

Our Investment Advisory Service has been created in a specific way to assist clients to achieve their goals. Our focus is to learn about clients’ objectives and their needs so we are able to advise on the appropriate combination of investments for their portfolio.

Valuing clients’ investments, we support them with the management of their money and we provide them with portfolio ideas, based on market conditions and our investment views.

Transparent and high-quality reporting is a key component of our offering, providing regular insight, performance updates and notification of key portfolio manager changes and tactical asset allocation trades.

Our offering includes access to our own market research, research from top world banks, including access to a wide range of investments. We invest in a range of asset classes including equities, bonds, exchanged traded derivatives, exchange traded funds, structured products, hedge funds and mutual funds.

Our advisory process