- Licensed Dealer — Securities and Exchange Commission (Cap 354)
A full range of financial services and product expertise across our business areas, delivered with an in-depth working knowledge of Zambia’s business and regulatory environment.
Debt finance including commercial papers and corporate bonds, equity finance, trade finance, mergers and acquisitions, financial structuring and restructuring, company valuations and due diligence reviews, and business and strategic planning.
We are licensed by the Securities and Exchange Commission to invest assets on behalf of our clients, either collectively or on an individual basis, through researched and actively managed portfolios.
Specialised portfolio management for institutional investors, high net worth individuals and their families, and corporates with sufficient resources to place under a professional investment manager.
We set up and operate collective investment schemes of various types, pooling capital from institutional and individual clients and investing it on their behalf.
Some mandates do not fit a standard fund. These are the structures we build most often.
We set up and operate special collective investment schemes to buy or build properties for development — finding investors, structuring the agreements and constitutive documents, overseeing purchase, development and construction, and liaising with the selected property managers.
Modern practice sees many employers engaging staff on fixed term contracts with end of service benefits payable at maturity. We partner with employers to create and manage a fund where those obligations are invested and built up systematically, easing the burden on cashflow.
For groups of investors who want to come together and invest outside the Unit Trust structure. These can be set up as a partnership or trust as the investors' circumstances require, and our role extends to administrative and secretarial functions.
Send us a short note about your situation and we will point you to the right structure — or tell you if you do not need us at all.
