Wealth Management: A Mutual Partnership We appreciate that the client has unique needs based on personal circumstances. As such, our wealth management services are focused on understanding the client’s requirements and building a long-term relationship based on mutual trust. Our wealth management solutions include bonds, equities/ETFs, mutual funds, structured products, and other financial instruments. We work to protect, preserve and grow your wealth now and for future generations.
Investment Advisory: We cater for our clients’ needs and construct tailor made investment portfolio through our external partners licensed to carry out advisory services. Depending on the risk profiling of the client from being conservative to balance to dynamic, we have an array of investment products and are currently working with well-known fund houses to provide the best mix of allocation.
Trading Desk: We provide trade execution services on major markets. The desk executes trade on bonds and equities through well-known international brokers.
Custody: Bank One Global Custody services provide a single point and easy access to the local and international financial markets with the following facilities: safe custody of assets, trade execution, corporate action management, income collection, reporting &valuation report, Brokerage services through our partners, tailor made proposal and client on-boarding.
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