Investment Services

Investment Services

Our discretionary investment services start by assessing the risk profile and financial objectives of the investor. Our team of expert investment advisors then create and propose an investment portfolio to meet the client’s objectives and monitor its performance, adapting the investment strategy as the markets change. 

Investors receive regular reports from their dedicated client relationship officer in addition to online access to our portfolio reporting system. 

 

 

 

Our investment services include

  • Investment advisory
  • Investment management
  • Fund management