OPTIMUM INVEST

Wealth and Asset Management:

Our approach begins by working closely with our clients to identify their long-term goals and risk tolerance and to understand the nature of their existing asset base to assist them in building and managing their wealth with their overall objectives in mind. (Tax Advisory, Inheritance Planning and Advisory Services).

Investment Banking:

We provide our clients with expert advice, innovative solution in response to economic changes and market trends, outstanding execution and comprehensive access to the world’s capital markets. We help our clients to capture opportunities and manage their risk.

Securities Brokerage and Trading:

Our main objective is to provide our clients with all the tools and services they need to reduce the administrative burdens and maximize their trading performance.

Securities Settlement and Custody Services:

Securities Lending offers institutional investors the opportunity to earn extra income on investment and pension portfolios with minimal risk and involvement by lending their securities to qualified borrowers. Custody encompasses a range of investor services that help clients maximize efficiency while measuring and managing risk. Our platform includes traditional asset servicing in over 100 markets, online multicurrency reporting, portfolio accounting, corporate actions servicing, proxy services, tax reclamation, pricing, derivative services and short-term cash management. In addition, we can provide integrated delivery of related services including securities lending, performance measurement, compliance monitoring, cash management and foreign exchange

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