Asset Management

Coverdale Asset Management Limited offers a full range of services from non-discretionary investment choices through to the safe custody of documents.

Through its portfolio of accounts with reputable on-shore and off-shore investment houses, Coverdale offers attractive investment returns through nominee accounts. Portfolios are tailored to reflect the client's attitude to risk and can include blue chip stocks, emerging market equities, private and government bonds and cash deposits with leading banks and mutual funds investments.

Our relationship with financial institutions allows us to manage trust and private portfolios efficiently and confidentially. Accounts may also be maintained in the name of the client's corporate entity while still being managed by us. Many clients take advantage of our ability to receive and make payment to overseas locations on their behalf. The investment services we provide are non-discretionary and funds are placed in accordance with the client's instruction.

Safe custody services are also available and title documents can be maintained in a secure location. Clients receive a quarterly statement of their portfolios.

Interested in this service?

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