Investment Services are offered to high-net-worth clients, and include providing advice on Institutional Investment, Mutual Funds, Private Equity Investment, Real Estate Investment and Annuities.
Institutional Investment is usually undertaken by large firms and corporations such as banks, pension funds, insurance companies, retirement funds, hedge funds, foundations and endowments that have access to significant amounts of capital. Institutional Investment strategies include investing in hedge funds and private equity, as well as Broad Market, Mid and Small Cap, Long/Short or Enhanced Index, U.S. Equity, Global Equity and Fixed Income.