Investment services to suit you
Grow and manage your wealth with help from our expert advisers. We offer a range of investment services, designed to deliver to the specific investment needs of individuals, families, trusts, charities and local companies.
Fully managed portfolio:
Agree your investment strategy with us and let us take care of everything; all your day-to-day management, transactions, administration and reporting of your portfolio.
Buy and sell:
Make the buying or selling of shares and securities simple by taking advantage of our direct links into the international stock markets.
Transact with personalized advice:
Support your decision-making with advice and recommendations based on your risk-profile; and be informed by our award winning research.
A wide range of other investment options
Grow and manage your wealth with our range of carefully selected funds and finance facilities, chosen to help you achieve your specific goals.
Whether you are just starting to save, or you are an experienced investor, these Funds provide you with diversification and choice across different investment sectors.
MONEY ON CALL
Earn interest while you save or plan for future investments and easily access your money to take advantage of investment opportunities as they arise.
LISTED AND UNLISTED
Make the most of direct access to a comprehensive range of fixed interest investments including Government and local authority stock, corporate bonds, debentures and term deposits.
LOCAL AND GLOBAL
Invest with the goal of receiving dividend income and capital growth by investing in well-researched International Investment and businesses.
Take advantage of new investment opportunities as they arise by using your portfolio as security on new issues or to increase your exposure to an existing security.