At FIRSTGLOBAL we assist our clients in making
the right investment decisions based on proper
analyses of:
- Risk profile;
- Income requirements;
- Tax exposure;
- Estate duties;
- Long term needs;
- Liquidity requirements; and
- Any other relevant legal requirements
FIRSTGLOBAL has access to the widest range of
thoroughly researched and evaluated investment
products, including:
- Multi-manager funds;
- Private stock portfolios;
- Capital growth plans (with or without guarantees);
- Income plans (with or without guarantees);
- Provident and Preservation funds;
- Property funds;
- Unit trust / Mutual fund portfolios;
- Structured funds;
- Hedge funds;
- Private property investments; and
- Money market services
We own the expertise to structure the correct portfolio
according to each investor's needs; incorporating Trust
structures where and when necessary.