Since we were formed in June 2003, we have never lost sight of our purpose: to help optimize the performance of high-asset portfolios for all private and corporate clients alike; We know that doing so effectively relies not only on strategy and insight, but also on transparency and security.
Licensed under the Securities Act 2001, we are regulated and supervised by the Financial Services Commission (FSC), and comply with the various regulations under the Securities Act. We also operate under a firm code of ethics, guided by our own corporate governance, code of conduct and ethics charters.
Our team has been carefully cultivated, featuring highly qualified, invested and responsive professionals. Our board of directors boasts expertise in banking, investments, finance, corporate law and the wider capital markets. Together, we deliver strategy, collaboration and wise, personalized service.
It is why we maintain such a vibrant roster of clients, from individuals, pension funds, trusts and corporations, both in Jamaica and abroad.