Provider of financial planning and advisory services intended for large institutional and high net-worth investors. The company specializes in comprehensive and customized financial planning, investment management, tax strategies, insurance and estate planning services to mass affluent clients, enabling them to make more confident decisions and be less stressed when it comes to managing multiple financial relationships.
Provider of integrated investment, custody and settlement services intended for investment managers and independent financial advisers. The company acquires asset managers with the aim to bring proper execution and administration to the asset and wealth management sector, thereby providing central investment propositions and discretionary fund management services to its clients.
Provider of wealth management services intended for individual and institutional clients. The company provides customized portfolios based on return objectives, time horizon, terminal value goals, liquidity needs and risk tolerance through comprehensive financial planning strategies, investment advice, asset allocation and portfolio construction recommendation, enabling clients to meet their specific investment needs.