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
- 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