According to your investment objectives, experience and needs, you will determine the level of our involvement in all your investment process.
You have the opportunity to choose from two different types of financial advisory solutions:
Portfolio Based Investment Advisory
After having discussed your investment objectives and constraints, we directly share our capital market expectations with you. Afterwards, together with you we decide the strategic asset allocation of your portfolio and then continue with a more specific security selection process.
Portfolio Based Investment Advisory is a dynamic process in which we keep you updated with your portfolio performances, new economic or financial information as well as any changes in our capital market expectations.
We will always be in touch with you to further understand additional changes in your personal circumstances or your attitudes towards risk and return that might require altering your portfolio. We will be constantly making sure that you are aware of opportunities in the market and we will recommend amendments to your strategic asset allocation to take advantage of all opportunities.
We always act on your instructions for execution of your trades.
Execution Only (Brokerage)
We ensure “Best Execution” while carrying out your orders in all types of financial instruments in the financial markets. We take all appropriate steps to obtain the best possible result for our clients. Please see our “Best Execution Policy” for further detail.
MaxisTrader is an innovative Electronic Trading platform providing investors with automated access to trade in a wide range of financial products. Our Trading platform offers user–friendly interfaces, ease of access from wherever you are and ongoing support from our account representatives. Maxis Trader offers a wide variety of investment products including spot, forward, futures and options on FX, Index, and commodities as well as stock CFDs and options.
Safekeeping and Administration of Client Assets
If you assign us as your custodian at the time of account opening, we can act as custodian and provide you safekeeping and administration services for your international assets.