Discretionary managed portfolios

Our expert investment managers take the reins, making strategic decisions on your behalf. With a focus on both local and international stocks, we build and manage a diversified portfolio tailored to your risk appetite and financial objectives.

Non-discretionary managed portfolios

For clients who prefer to stay actively involved, our non-discretionary portfolios offer a collaborative approach. We provide expert advice and recommendations, but you retain full control over investment decisions. This solution combines professional insights with your personal preferences.

Savings plans

a. For individuals

Our savings plans are designed to help you achieve your long-term financial goals, whether it’s buying a home, funding education, or planning for retirement. With flexible contribution options and competitive returns, we make saving effortless and rewarding.

b. For corporates

A well-structured savings plan is a powerful tool for staff retention and liability management. We work with corporates to design tailored savings schemes that benefit both employees and the organisation, fostering loyalty and financial well-being.

Distribution of financial products

We provide access to a wide range of financial products to diversify your portfolio and optimise returns:

a. Structured products

Customised investment solutions that combine capital protection with the potential for higher returns, tailored to your risk profile and market outlook.

b. Fixed and Floating Rate Notes

Ideal for investors seeking stable income streams, these notes offer predictable returns with varying interest rate structures to suit your investment strategy.