Our Offering

Full service investment consulting with focus on publicly traded securities.

Whilst specialising in public equity, corporate bonds and derivatives we posses extensive expertise across a broad range of asset classes.

Our annual target return for equity portfolios is 10% per year, whilst our target return for our bonds portfolio is 2-5%.

An attempt to consistently outperform those figures would typically lead to excess risk and undesired losses.

We begin by analysing our clients’ risk profiles and defining key investment goals

Other Services:

  • Proving investment advice and specific trading ideas
  • Tailor made investment portfolios
  • Portfolio analysis
  • Proving current market updates, comments and situation analysis
  • Investment research
  • Investment suitability criteria assessment
  • Turn key trading and investment infrastructure solutions