Investment Management services
Within Investment Management we aim at brokerage of investment deals as well as devising short or long-term strategies for acquiring and disposing of portfolio holdings. We provide services to achieve specific investment objectives, monitoring of existing investments, portfolio strategy and implementation.
Our focus thus rests on financial planning and advising services, not only overseeing our client’s portfolio but coordinating it with other assets and life goals.
Do reach out to us so we can help you align your investments to match retirement and estate planning as well as asset distribution.