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Scope of Services
We provide a sophisticated and comprehensive range of financial services tailored to the need of our clients, in order to meet their financial objectives.
Our range of services includes:
Portfolio Optimisation
The portfolio bond is a single premium policy that serves as a long-term investment vehicle for a balanced mix of international securities including access to global equities, bonds, deposits and managed funds. It provides flexibility to sophisticated investors
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Stocks, shares or fixed interest securities quoted on international stock exchanges |
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Wide range of international investment funds |
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Euro bonds |
Offshore Financial Arrangement
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Complete confidentiality and security |
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Competitive yield linked to money market rates |
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Multi-currency management in 11 major currencies |
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Quarterly basis dividend |
Saving Solutions
If you're saving for particular future needs, your current financial situation must be assessed first, considering the following factors:
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The amount you can afford to contribute monthly and still feel comfortable |
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The risk level you can bear and your expected rate of return |
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Your saving period or the time you can allow the capital to grow |
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The last and most important factor is your commitment and discipline |
Tust Services
There are many types of trust and reasons for using them, some of the most common are:
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To bestow gifts and preserve wealth for future generations |
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To avoid the need for probate |
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To maximise tax efficiency |
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To nominate beneficiaries of a life policy |
Wealth Management
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Tailor made investment strategies |
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Structured investment product design |
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Portfolio optimisation |
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Alternative investment |
Personal Financing
World Trade has been engaged in money leader services, through Convoy Collateral Limited (Money Lenders License No. 572/2004) added money-lending services to extend range of service to clients. The clients can benefit from:
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Readily fund source for unexpected needs |
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Liquidity enhancement of their investment |
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Stable investment portfolio for higher return |
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Portfolio liquidation cost and time saving |
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Sustainable long-term investment objective |
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