retail clients

Advisory
Account

With our advisory account, it is essential to understand the final decision is up to you. However, you can trust us to provide you with professional advice and customized investment recommendations.

Our advisory account offers qualified advice. We assess your goals and needs before making any recommendations.

We draw our investment advice using various resources, leading research, and staying up to date on the latest trends. When a new opportunity arises, we are the first to let you know. We also offer regular reports and portfolio reviews.

Discretionary
Account

We recommend our discretionary account to investors who would rather delegate the management of their investments. We work with you to understand your goals before making the best investment decisions on your behalf in line with the acknowledged intentions.

Our team will manage your investments. We use our range of resources, industry knowledge, and capabilities to research and help you achieve your financial goals.

You will receive an actively managed portfolio without the hassle of day-to-day decision-making. Our discretionary services mean you can focus on your personal or business life, knowing your assets are being handled with care.

Execution-Only
Account

Control your own portfolio and trade without advice. Our execution-only account is mainly internet-based and is more cost-effective than other account types.

With an execution-only account, we do not provide advice. This account type is typically best for more experienced investors who do not need advice. However, our execution-only account does offer you the latest research and market information to help you make more intelligent and more definitive decisions.

Your investments are registered in the name of our brokerage, although you always remain the beneficiary. Your wealth manager will make the trades for you, handle your documentations, collect dividends, and deposit them into your account.