We endeavor to deliver services of the highest quality to our clients around the world. Our relationship managers are entrusted with the responsibility of servicing the needs of each and every client. We approach every client’s financial needs as if it were our own. Should you have any request or inquiry please feel free to contact us.
Our Tailored Approach
Fund Management & Advisory
Needs Analysis
Opportunity
Selection
Preparation
Implementation
Monitoring
Needs Analysis
Needs Analysis
Developing a clear understanding as regards the needs of the client for fund creation
Opportunity
Market Opportunity
Identifying investment opportunities that the market presents
Selection
Selection
Selection of suitable funds, tax planning and legal planning
Preparation
Preparation
Custodian bank identification and selection of fund advisors and pricing agents
Implementation
Implementation
Custodian bank, fund advisors’ and pricing agents’ appointment
Monitoring
Monitoring
Management and monitoring of funds and periodic report preparation