Investment planning

Tax Free Savings

  • Interest, capital gains and dividends are tax free
  • Access to money at anytime

Unit Trusts, Exchange traded Products, Exchange traded Funds

  • Grow your money but have flexibility to access it before retirement

Endowments

  • Ideal if your marginal tax rate is higher than 30%
  • Estate planning investment vehicle

Hedge funds/Alternate Investments

  • Market Neutral, Long/short, Fixed Income, Multi-Strategy, Arbitrage Strategy
  • Low correlation to traditional portfolio

Structured Products

  • Guaranteed return
  • Guarantee capital

Bespoke solutions

  • Contact us for a bespoke portfolio

Offshore

  • Commercial Forex rates
  • Euro, Dollar and Pound investments
  • Asset-swap investments portfolios
  • Foreign Bank Accounts