Our investment desk supports advisers through every stage of the process — from idea generation to post-trade monitoring. We help with:
Discovery & Ideation – Define client risk, return, and allocation goals, while assessing market trends, volatility, and rates.
Optimisation & Product Selection – Shortlist product types and underlying assets, using AI-assisted screening to identify the best fit for client objectives.
Price Tendering & Compliance – Price tender against multiple top-tier global investment banks, review termsheets, and coordinate investment committee, AFSL, and compliance approvals.
Client Education & Execution – Provide educational materials and investment specialist support, confirm client allocations, and manage trade execution and settlement.
Post-Trade Monitoring – Track performance, manage events, and provide risk analytics throughout the product’s lifecycle.
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