Custody & Non-Discretionary Portfolio Management

We offer our valued clients reliable and cost-efficient safeguarding of their assets along with fulfillment of administrative duties. For those clients who wish to enjoy a greater degree of participation in the management of their investments, we offer the non-discretionary investment management service whereby we contact clients to advise and discuss investment matters according to their needs and requirements. No transactions are carried out without the client’s approval. Clients can make informed choices about your investments based on our research and knowledge of world markets. They also benefit from advice on specific investment ideas, portfolio construction and innovative investment strategies.

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