Wealth Management

Our investment professionals assist clients with

 

  • local and foreign investment
  • diverse investment opportunities
  • sound financial advice and the potential for better returns.

 

The client's investment portfolio will usually include, but not be limited to, a mixture of bonds and other fixed income instruments, equity securities, mutual funds, treasury bills, and sovereign & corporate paper.

 

Clients are provided with:

 

  • an investment policy based on their investment long-term goals and needs;
  • a portfolio of specific investments to match their asset allocations strategy;
  • performance tracking of their portfolio(s); and
  • a re-balancing portfolio if/when appropriate.