Launch of I&M Wealth Management and Advisory Service
We have launched the I&M Bank Wealth Management and Advisory Service which aims to create financial and investment solutions for an individual or a family based on their needs.
The service targets high net worth and premium customers and potential customers, and is being offered through I&M Capital, a subsidiary of the I&M Group PLC, which is also the holding company of I&M Bank Ltd, and is a licensed fund manager by the Capital Markets Authority.
The launch of I&M Bank Wealth Management and Advisory is a move to expand the I&M Group’s investment products portfolio. This aligns with the Bank’s new strategic direction of diversification into new market segments, by providing holistic financial solutions to our clients.Over the years provided Investment and Custodial Services. We envisage that the I&M Wealth Management and Advisory Services will complement this offering.
I&M Wealth Management and Advisory offers a tailor-made investment strategy, that comes with a wide range of products such as:
- Fixed income securities
- Portfolio restructuring and optimization
- Investment loans for Government Securities
- Insurance products and equities.
By choosing I&M Wealth Management and Advisory Services our customers will enjoy benefit such as:
- Customised investment solutions
- Asset Management
- Retirement Income
- Financial Planning
The above seeks to help clients diversify their assets in order to balance their financial risks.
Key to note is that the strategy employed by our I&M Wealth Management and Advisory Services is personalised and is developed through a consultative process between the client and the Bank’s wealth management advisors, tailored to suit the client’s risk tolerance, time horizon and investment needs.
Owing to the Group’s robust presence in the region, our customers can now enjoy offshore Investments offered in collaboration with Bank One Mauritius, a subsidiary of I&M Group PLC.
The I&M Wealth Management and Advisory services will soon be rolled out in the other 4 countries that we operate in. We shall also continue to enhance the Wealth Management and Advisory services portfolio to ensure that we meet our customer’s investment needs.
For more information on I&M Wealth Management and Advisory services, click here or reach out to our Wealth Management desk on [email protected] / 254 719 088 175
