Wealth Management & Advisory Services

Wealth Management & Advisory Services

Portfolio Optimization/restructuring

• By analyzing customer portfolios, investment advisors can assess opportunities for clients to make better returns based on their investment needs (growth, capital preservation) and risk appetite (aggressive, moderate or conservative strategies).
• By offering clients active advice we have the opportunity to better understand our customer needs and increase our bouquet of offerings.
• By diversifying client portfolios to manage risk allocations

Money Market Fund

The fund allows the investor to park some funds into short term, fixed income products with competitive returns. The main objective of the fund is capital protection and income generation.

Offshore Trading

• Offshore trading provides our clients access to a number of financial instruments from markets all over the world.
• These instruments include stocks, bonds, commodities, derivatives, index and mutual funds among others.
• One of the key tenets of successful wealth management is diversification and this exposure to international markets is an opportunity to provide our clients with above market returns compared to local financial market availability.

Lending against Government Bonds

• Wealth management and advisory services (WMAS) is offering a product that allows clients to borrow against their bonds.
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• This is not unique. Where our product distinguishes itself is in offering up to a loan on the bond that will be reinvested in another bond.
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• This will allow the client the benefit of a second bond that services the loan and that yields them much greater returns in the long run for their investments.