Our firm is able to confirm or deny legitimate opportunities by conducting research, analysis & examinationof firms and their documents like: mutual margin and stock agreements, private sock purchases, paymentsettlements agreements, mutual releases, trade confirmations, W-8BEN form etc.
THEIR INFO
Capital Advisory Investment Management
With our advisory approach, they can benefit from our
expertise whilst exercising more control over where their
capital is deployed.
Discretionary Investment Management
Clients deposit their capital into our fully segregated
client accounts and grant us a limited power of discretion
over how that capital is invested.
Institutional Wealth Management
Our institutional investor clients are best served by
representatives who are willing and able to go that extra
mile in terms of bringing them as close as possible to
the companies they’re investing in.
Execution Only
We provide transactions on what is called an ‘Execution-
only’ basis, this refers to a situation in which
a transaction (buy or sell) is executed.
Private clients with our company have access to a wide
range of investment alternatives that include European,
Asian and US based equities, commodities and high-quality
fixed income products.