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19th Ave New York, NY 95822, USA

Financial Services

Financial-Services
Investment Banking

Our advisory experts collaborate with our clients to evaluate and implement strategic alternatives covering the following areas:

  • Capital Raising
  • Direct Investments
  • Project Identification, Development and Promotion
  • Mergers, Acquisitions and Divestitures
  • Financial Structuring
Advisory & Asset management

We provide advisory & asset management services to private clients, family offices and institutions. As asset managers we propose tailor-made investment solutions adapted to match the specific needs of each client. Our team of specialists holds extensive experience in a wide range of fields, such as foreign exchange, fixed income, equities, commodities, funds and derivatives.

We currently offer the Discretionary Portfolio Management (DPM) mandate through our collaboration with the best financial Firm in the Country:

The DPM mandate is designed for clients who do not wish to be involved in the day-to-day management of the account and who would like to have their investment managed directly by the Financial Institution that we collaborate with according to specific criteria.
The DPM provides the clients with an exposure to an asset allocation portfolio designed according to their risk profiling and details mentioned in the agreed mandate.

Online Trading Services

The product suite offered by our Financial Institution collaborator covers the foreign exchange, derivatives, equity and bond markets, and enjoys the latest features in online trading technology.

It provides all the necessary features for a successful online trader:

Online and offline trading on:

  • All major asset classes (equities, bonds, commodities and forex)
  • Exchange-traded and OTC instruments (spot forex, futures, options, CFDs, stocks, ETFs, bonds and mutual funds)
  • Automated trading
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Our clients benefit from

Advanced trading technology
Competitive spreads and commission
24-hour market coverage and trading desk support