Fixed Income
There has been a sizeable shift in the investment world over the last few years as Clients move away from their traditional investments and towards shorter term fixed income solutions.
This has often been driven due to market volatility and general uncertainty. Within the last 5 years there has been a worldwide pandemic as well as two major conflicts which had a significant impact on global markets.
Removing Uncertainty
A large proportion of our Clients seek to take the uncertainty out of their investments and want assurance that they will receive regular defined payments on time, every time. This allows them to easily meet cash flow demands and create a steady income stream. The majority of these investments are for a 3-12 month term.
As specialists in secured, short-term investments, our expert team continually source exclusive fixed-income opportunities that align with our high standards. An insurance wrap or security trustee provides an additional layer of protection and risk management for our investors by ensuring funds are used for their intended purpose.
Consistent Returns
Our Clients’ success is directly linked to the quality of the companies we represent, which is why we only work with businesses operating in stable sectors with a proven track record and strong potential for growth.
Every organisation we work with undergoes our rigorous due diligence and compliance checks in order to assess their credibility and creditworthiness – not just initially, but through the entire term of your investment.
Not only do we conduct our own due diligence, we also rely on independent assessment from external experts. We believe outsourced due diligence is vital for unbiased investment decisions. External assessment also avoids conflicts of interest, increases investor confidence, and provides a reliable analysis of the investment opportunity.
