onepluscapital

Risk Management and Compliance - Professional oversight by a Compliance, AML, and Risk Management Officer. - Adherence to strict policies and global best practices for asset safeguarding. - Operations in accordance with the Markets in Financial Instruments Directive II (MiFID II) of the European Union. - Licensed and regulated by the Cyprus Securities and Exchange Commission (CySEC) under license number 111/10. - Guidance and warnings on potential risks across the investment horizon. - Proactive management approach to prepare portfolios for market fluctuations. - Careful consideration of clients' risk appetite in financial planning. Wealth Management and Financial Planning - Boutique investment and financial services tailored for high net worth individuals and corporate clients. - Building long-term relationships through personalized and comprehensive service. - Expert guidance in constructing well-structured, diversified portfolios with proper asset allocation. - Comprehensive planning for future financial needs, cash requirements, and tax situations. - Offering Portfolio Management services for multi-asset class portfolios. - Providing Investment Advisory services to guide clients toward suitable investments. - Solutions for Provident Funds. - Custody & Safekeeping services to ensure asset security. Investment Banking - Corporate Finance services to optimize company assets for long-term financial stability and risk minimization. Asset Management - World-class portfolio m...