We specialize in Life Assurance, that is investment products wrapped in a Life Insurance contract.
Assets included in the above portfolios are liquid (can be cashed within 5 business days. No entry fee, no exit fee, no minimum lock-in period.
We offer full services for the following market segments:
These are usually novice investors that would like to be advised and not take unnecessary risk.
These are usually investors that want a portfolio manager assigned and a custom made portfolio.
Name of thHigh net worth indiviuduals
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These are usually companies that would like to manage their cash, pension funds, family offices that would like a bespoke solution.