Advisory services with respect to the portfolio of Institutional Investors and high net-worth individuals. This will include but not limited to:

  • 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.
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