When you wish to grow your wealth, it is imperative that your bank understands your specific goals, preferences and, critically, tolerance for risk. Based on your personal circumstances and individual financial objectives, we can help you manage your investments in a manner that is aligned with your risk profile as well as your return expectations. Board and Management levels. These include:
Some clients would like to be involved in the investment decision-making process. For them, we tailor-make investment proposals that provide optimal asset allocations and risk exposures that seek to benefit from the current market environment. The active advisory process is proactive with ideas for re-balancing portfolios being provided to the client periodically as market conditions evolve. Our specialist advice and guidance seeks to help clients achieve their stated objectives over the specified investment horizon.
TRADE BANK credit manages global, multi-asset class strategies across fixed-income, equities, real estate, commodities, alternatives, and cash equivalents. Under our Discretionary Portfolio Management services, portfolios are actively-managed and decisions are made on behalf of our clients, according to the terms of agreed mandates or specified model portfolios. We aim to mitigate downside risks, as required, for our clients through our disciplined investment process.