Wealth/Asset Management

Wealth/Asset Management - at the highest level of due prudential care and diligence - is at the core of our business.

At both the individual and institutional levels, we recognize that portfolio objectives are different and this forms the basis of our client-specific portfolio/wealth management designs.

This service is anchored on two key product platforms. These are:
  • Equities Portfolio Advisory (EPA)
  • Wealth Management Service (WMS)