The PROVEN Approach
Our equity investment recommendations are driven by a vigorous approach to research and analysis, which includes an analysis of the macro-economic environment, sectors and industries and the financial and non-financial factors driving the performance and valuation of a specific company.
We will assess your wealth management objectives and risk profile to create a suitable portfolio in line with your needs, through access to the wide suite of equity solutions offered by the company.
An investment individual stocks or shares represents part ownership in a corporation and entitles you to part of that corporation’s earnings and assets, as well giving shareholders voting rights on certain matters. Stocks are one of the best ways to build wealth.
Equity Unit Trust or Mutual Funds are diversified professionally managed equity portfolios, that provide excellent opportunity for capital appreciation.
Equity Exchange Traded Funds (ETFs)
Equity ETFs provide the same benefit of Equity Funds, by providing diversification, transparency and liquidity, with the added benefit of greater flexibility, as ETFs are traded during the trading day over the Stock Exchange.
Equity-linked Structured Products
Our Structured Note programme offers innovative, flexible solutions with competitive returns. The notes are tailor-made for investors who want to diversify their portfolios with customized products that also offer the opportunity to realize higher returns than interest rates in the market.
Private Equity Funds
Private Equity is an alternative investment class that provides an avenue to invest in a professionally managed portfolio of companies that are not listed on the Stock Exchange. Private Equity Funds usually focus on longer term investment opportunities with an investment horizon of 10 years or more.