FAMILY OFFICE

Protect and transmit.  

The objective of our Family Office service is to assist you in managing your financial affairs in a holistic way. We organise your wealth to support your needs and goals, both now and in the future. We help you to ensure a smooth transition of wealth from one generation to the next and assist families controlling a business to arrange, protect and transmit their wealth.

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PORTFOLIO MANAGEMENT

Growth or income.

We offer a complete Portfolio Management service, designed to meet your specific needs as an individual, family or business. Whether your goal is growth or income, we tailor investments according to your distinct needs by giving you access and exposure to various economic sectors, and ensuring your risk is managed across asset classes.

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STOCKBROKING

Invest directly. 

We offer our investment expertise to help you execute your trading needs. If you have the time and expertise to invest directly, you can do so via our trading capabilities. Our experienced stockbrokers have access to in-depth information and networking.

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CORPORATE FINANCE

Swift execution. 

We help deliver complex capital transactions to entrepreneurs and family business leaders by assisting and guiding you throughout the process to ensure a swift execution in raising capital, coordinating mergers and acquisitions, providing assistance on restructurings and securing project finance.

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