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