- Licensed Dealer — Securities and Exchange Commission (Cap 354)
Specialised portfolio management for institutional investors, high net worth individuals and their families, and corporates with the resources to place assets under a professional investment manager.
Laurence Paul offers specialised portfolio management services to institutional investors, high net worth individuals and their families, and other corporates who have sufficient resources to place into the care of a professional investment manager.
The aim is to access the investment opportunities available in the capital markets in order to achieve medium or long term financial goals. Reports are produced at regular and agreed intervals to the client or their representative.
This type of service is ideal for larger institutional investors who wish to enhance the diversification of their existing portfolios and realise the advantages of having full time attention from professional investment managers.
Trustees who need a manager working to a written investment policy, with reporting that stands up in a board pack.
Companies holding surplus cash that should be earning more than a call account without taking on unsuitable risk.
High net worth investors and their families who want one manager with a full view of the portfolio.
We will start with your objectives, your constraints and your reporting requirements — then propose a mandate in writing.
