Markets

Mutual Funds

The potential success of a cooperative funding scheme can greatly increase returns compared to an individual investment plan. We offer a diverse range of mutual funds which are all examined and dissected to assess the full performance range of each fund.

Our investments span a number of industries and markets to diversify the portfolio of our clients so reducing the risk of any one particular industry or market and ensure optimal returns.

Stocks

We offer our clients the chance to trade in stocks and shares. We offer a variety of stocks and shares from some of the most established companies in the world.

We understand the volatility of markets which is why we invest in stocks that have been thoroughly researched by ourselves and our partners. We inspect company reports and statements and our advisors personally pick the investment opportunities most likely to yield higher returns at the lowest risk.

We only select the stocks most likely to offer capital gains. As capital gains are liable to taxation, depending on where you live, we offer tax solutions and advice to assist you with declaring your capital gains.

IPO’s

All investors like to find the ‘next big thing’ and investing in IPO’s (Initial Public Offering) can often present this opportunity. Companies that IPO are typically fast growing, innovative companies that are looking for additional funds (from IPO investors) to take their businesses to the next level.

We help our client’s with actionable insights into the global IPO market with our independent pre-IPO research offering a ‘gold standard’ level of service recognized throughout the financial industry. Our access to some of the biggest and most successful IPO’s in recent years has given us a distinct advantage in the IPO market. As a result, our clients have enjoyed the financial benefits of our knowledge and expertise that we provide for them.

A portfolio of IPO’s adds diversification to your core equity portfolio by introducing important new companies not yet included in common market indices. An intelligently designed portfolio of newly public companies will minimize the risk associated with owning individual stocks.