WarbaBank

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Discretionary Portfolio Management

 
We offer multiple discretionary mandates across different asset classes, including:
  • Equity mandates
  • Fixed income mandates
  • Real estate mandates

 

Each mandate is structured according to the client’s investment objectives, risk tolerance, and time horizon.

 

Non-Discretionary Portfolio Management

 

Our non-discretionary portfolio management service allows clients to retain full control over investment decisions while benefiting from our execution capabilities and market access.

 Investment portfolios may include:
  • Equity portfolios
  • Fixed income portfolios

 

Custody Services

 

We provide secure custody solutions to safeguard client assets, ensuring efficient settlement and administration in line with regulatory requirements.

 Services include:
  • Safekeeping of securities
  • Trade settlement
  • Corporate actions processing
  • Dividend and income collection
  • Reporting and asset servicing

 

 

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