Transworld Investment and Securities offers a range of special and self-managed portfolio services to suit your personal investment style and help you reach your financial goals.
Specially Managed Portfolio Services
Specially managed portfolio services otherwise known as Privately managed portfolio services, provides complete management services, relieving you of the decision-making responsibilities associated with structuring, managing and developing your investment portfolio.
This allows you to have your own portfolio of shares managed by your choice of one or more professional portfolio managers. Your share portfolio benefits from the constant attention it receives, and Transworld Investment and Securities looks after the associated reporting and administration. This minimises the time you spend tracking and managing your investments.
Specially managed accounts is available to clients who qualify as a wholesale clients.
To find out more about these, please contact us.
Self-Managed Portfolio Services
If you prefer to be involved in the day-to-day management of your investments, we can help you make informed decisions.
It is an exclusive and personalised service that combines investment and strategic financial planning advice with premium management and comprehensive administration services. This service provides you with access to Transword's extensive resources and investor services through a single wealth management package. You can also include a combination of optional features to complement your individual objectives, with the flexibility to change these as your needs and goals change.