WEALTH MANAGEMENT
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Advisory services with respect to the portfolio of Institutional Investors and high net-worth individuals. This will include but not limited to:
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Providing up-to-date information on the investments assessing the performance of the portfolio and recommending action where necessary.
- Monitoring compliance with regulations that may from time to time be enacted.
- Timely advice on acquisition and divestment opportunities
- Execution of orders in line with Trustees’ instructions.
Valuation of Shares:
At the request of investors/potential investors, we
- Undertake valuation of shares for public listing and private placements
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