Wealth Management is essentially a palette of various services that can be combined as necessary to meet specific individual needs. As a complement to these services, especially where investments are concerned, suitable products can be employed to personalise and customise the services being offered. These include:
- the facility to make transactions in standard banking and investment instruments such as deposits, loans, foreign exchange, precious metals, securities and derivatives etc;
- tax-efficient assurance strategies;
- an assortment of structured products that seek to benefit from market movements while limiting investment risk;
- in-house and external investment funds, from which selective recommendations can be made, for individual investments or as part of a portfolio management package;
- a wide range of flexible asset allocation alternatives that can be customised to suit the individual investor.
