We work with our clients to develop the most appropriate solution
Working with our clients, we follow a four stage process:
Client Consultation:
Listen to client needs and preferences and agree on investment parameters
Product Design:
Structure innovative solutions exploring product and strategy variations to accommodate client requirements
Best Market Offer:
Identify best available offer and provide full pricing transparency and independent advice regarding issuers
Proactive Product Follow Up:
Supply regular revaluation reports and continuously monitor barriers, fixing and coupon payments