wealth redefined.TM
Stockbroking
Investing directly in shares on the stock exchange can be a daunting task and has always been perceived as more complex and a service reserved for wealthy and astute investors. However over recent years the popularity of share portfolios and stockbroking services have increased and many clients have diversified their investments into share portfolios due to the accessibility and flexibility of such services.
Wealth Associates clients now have access to a dedicated and specialist stockbroking service, offering various stockbroking solutions to suit the needs of every investor, regardless of expertise, knowledge and understanding of capital markets. In addition to fully discretionary and non-discretionary portfolios and online trading solutions, we can also assist with the execution of and advice on derivative products including index futures and options, single stock futures, international stocks, contract of difference (CFD) trading, warrants and currencies. There are also various exchange traded funds (ETFs) and structured products available for clients wanting to expand their investment horizons further.
Our proposition:
We offer a range of services, including:
- Portfolio management services
- Brokerage services
- Online trading
- Independent research
- Personal consultations
Why choose us
- Specialist investment expertise and clear insights – we have top analysts and stockbrokers on our team with extensive experience, both locally and abroad.
- Flexible and innovative investments – with expert advice and a selection of shares, derivatives, bonds and structured products, we can offer a suitably structured and diversified portfolio, that complements your overall financial plan.
- A strong and trusted team – we work hard to get to know our clients and to build a strong and trusted relationship with them. Our team constantly monitors the markets to buy and sell shares as opportunities and threats arise.
- Unparalleled access to macro, industry and company analysis from the world’s best research houses – we base our investment decisions on thorough research and reliable information.