Investment Advisory Services

For those who like to be directly involved in the management of their investments, we provide Investment Advisory Services.

These services allow you to working closely with your dedicated Relationship Manager, who will ensure that your portfolio fully reflects your objectives at all times. In some cases, global and regional Investment Specialists from our Investment Group will support your Relationship Manager.

Areas of Advice

We can provide valuable investment advices in key areas, including:

Onshore Deposits: Worldwide analysis of the latest investment opportunities delivered 24 hours a day through a unique online communications network.
Global Fund Strategy: A‘Best of Breed’ selection allowing you to identify and buy the best performing global mutual funds.
Emerging Markets: Our strategic partner HSBC has a unique on-the-ground presence throughout emerging markets. This allows us to provide rigorous analysis of the risks and rewards available in worldwide emerging securities.

Investment Advisory Services

Areas of Advice

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