Corporate and Trade Services
CORPORATE SERVICES: Corporate finance managers handle all aspects of transactions important to a business, including due diligence Our professionals are responsible for developing budgets,monitoring transactions and preparing financial reports. Managing and investing large money market funds, as well as buying and selling financial products are part of our work. We can also be responsible for identifying and concluding merger and acquisition transactions.
TRADE SERVICES: Many financial products are available for importers and exporters like you, in order to reduce the risk of non payment or non-receipt of goods. To do so, we are using financial instruments and products to facilitate international trade and commercial transactions. We personalize your investments and we give the advice you need to help you optimize your investments as you buy or sell. Are services will also allow you to improve your efficiency and boost your revenues.
Wealth and Asset Management Services
WEALTH MANAGEMENT: The Wealth Management Specialist is responsible for developing client solutions for high net worth individuals. Thanks to his knowledge of complex investment services, he manages planning situations that require a keen eye.
ASSET MANAGEMENT: We work on your behalf to manage your assets on your behalf. We help you make important investment decisions that will help your portfolio grow. An asset manager also ensures that the client's investment does not depreciate and that risk exposure is mitigated. Asset managers can also be involved in real estate. A property manager focuses on the day-to-day operations of a rental property while an asset manager is concerned with the long-term and larger financial position. Asset management specialists ensure that all of a company's IT assets, such as software, hardware systems or data, are operational. They keep track of a company's IT assets throughout their lifecycle, from purchase to use.
Custodial and Trust Depositary Services
CUSTODIAL SERVICES: We provide securities in a safe place to prevent them from being stolen or lost. The custodian may hold shares or other assets in electronic or physical form. These can include cash, stock certificates, bonds and other financial instruments. We hold the responsibility of safeguarding these types of assets. Assets are generally held at one of the premises of the custodian, a sub-custodian or an external custodian. A bank depository that provides basic custodial services includes settles transactions, invests cash balances as directed, collects income, processes securities transactions, values securities positions and provides record keeping services and reports.
Several related services such as account administration, transaction settlement, collection of dividends and interest payments, tax support and currency management are available.
We manage and secure your investments and assets for your best interest. As financial account administrators, we ethically and legally act on your best behalf with great flexibility. We take instructions from individuals, compagnies or any entity that governs a trust with safekeeping.
Project Advisory Services
ADVISORY SERVICES: A person seizing for new opportunities needs to find solutions and assist decision making with the right objectifs is our goal. As we go through the process, we assist decisions and do ajustements throughout the project development phase. This important part of the process will help minimize project risk and maximize success.
Due to the coordination of are experts, we are looking at all the financial aspects. Whether it is through the management of all types of financial aspects that you own or through your assets, our responsibility is to offer products that are suitable for you, as we look out for your best interests.
