Investment Services
We believe long term, consistent investing is a critical tool in Wealth management and financial planning. In our Investment Services product we offer our clients access to offshore investment instruments that cover all asset classes and geographic regions.
Returns are directly commensurate to risks and market condition, and clients are assured that reputable fund houses with the best track records and corporate governance structures are managing their funds.
Specific product recommendation is not made until after a careful analysis of specific client’s needs and situation (risk/reward conditions, age, cash flow and investible funds available etc).
The general range of products on offer includes the following third party products;
- Wrap Products: Administrative platform providing investment diversification, offshore trust and capital protection. Providers include Sunlife (Bermuda) and others.
- Structured Products: Synthetic products designed to minimize risk or provide capital protection while exposing investor to upside potential of equities, commodities & other assets of their choice.
- Islamic Investment Products: Shariah compliant products suitable for Muslims (and non-Muslim ethical investors). Products available include DWS NOOR Precious metals fund, DWS Noor Global Equity fund etc
- Asset Allocation Products: Fund of Fund products that provide discretionary funds management and portfolio rebalancing etc.
- Fixed Income Products: local and foreign currency bills, notes and bonds issued by reputable issuers and sovereigns.
- Mutual Funds: Wide spectrum of mutual funds from reputable fund houses like Franklin Templeton, Blackrock, Kotak, etc and classified below;
- Thematic Funds: Funds exposed to specific sectors, commodities etc like the BGF World Gold Fund, etc.
- Global Funds: Funds diversified globally eg Templeton Global Fund
- Fixed income funds: Mutual funds investing mainly in fixed income products like Templeton Global Bond fund, Templeton Emerging Market Bond Fund etc.