KSBM’s Wealth Management involves the construction of portfolios with an appropriate mix of investments tailored to suit the individual. This service caters to persons who want to ensure their financial assets are properly managed and well-diversified to achieve specific investment objectives, for example, a retirement nest egg.
Customised portfolios are created and managed in accordance with an investment policy statement agreed to by the client. This investment policy statement indicates how the portfolio will be invested and is prepared after a detailed client profile is completed. This approach ensures the investment strategy developed best suits the client’s needs and risk tolerance.
Benefits
- Experienced portfolio managers with a proven track record of generating above market returns
- A proven method for selecting the best-of-breed managers for funds across the global financial markets resulting in superior returns
- Regular portfolio performance reports
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Getting Started
- Complete KSBM’s investment portfolio application forms
- Provide two valid forms of national photo ID per signatory
- Minimum investment for KSBM’s Managed Portfolios is TT$ 250,000.00 or US$ equivalent
- Investments can be made via wire transfers, bank drafts / manager’s cheques
- Complete a Source of Funds Declaration form as per KSBM’s Anti-Money Laundering Policy in accordance with Central Bank of Trinidad &Tobago guidelines
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