Wealth Management

With our robust, global expertise, managing your wealth is a skill our investment specialists have mastered. At Sagicor Investments, we know how to achieve the appropriate mix of solutions for your investor profile; we have perfected the art of maximising returns while strategically managing risks.

Our Wealth Management services include investment portfolio management and advisory solutions, providing you with the relevant information to choose the right investments based on your time horizon and risk profile; as well as in-depth market research and analysis to keep you abreast of local and global market trends.

As a part of our exclusive wealth management unit, we have designed additional benefits to make your investment journey even more comprehensive.

  • Experienced and Dedicated Wealth Managers
  • Competitive Brokerage Fees
  • Preferential access to new Capital Markets issues
  • Leverage/Margin Trading
  • Concierge Services

Additionally, we provide practical guidance through our Lifecycle Financial Planning services, geared towards helping you accumulate wealth for both your long-term and short-term investment objectives.

Our Wealth Managers are available to discuss the appropriate investment opportunities to maximise your wealth.

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