portfolio managed service

A tailored portfolio management service, the portfolio may include stocks, shares or fixed interest securities quoted on the major stock exchanges. Many of our security transactions are carried out on beneficial terms with investment houses worldwide. We also obtain competitive prices and stock broking commissions on purchases, with substantial discounts on unit trusts, both onshore and offshore.

unit trusts/mutual funds

A wide range of funds is available to clients, providing access to some of the world's leading investment specialists with consistent records of sound investment performance. In addition, 'Guaranteed Profits Funds' protect client investments against falls in the markets.

managed currency funds

Given the cyclical effects often felt by the equity and bond markets, a managed currency fund service serves those clients preferring a diversified portfolio.

asset protection

We provide Estate Planning and Asset Protection services in the form of trusts and life assurance products to safeguard your financial future.