CIMD

Unbiased guidance and multifaceted investments to navigate wealth with confidence

Independent advice
across a diverse investment

Equities & Fixed Income

Creating diversified portfolios encompassing developed and emerging market companies and issuers.

Funds

Advisory on a wide range of funds across asset classes, geographies and currencies.

Insurance

Managing clients’ insurance, estate planning and inheritance needs by arranging long-term contracts through our partners and network.

Structured Products

Structuring fixed coupon, credit linked, range accrual notes and more based on clients’ needs and risk appetite.

Private Equity/Credits

Sourcing select private equity opportunities ranging from early to pre-IPO stage.

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