Investment & Wealth Management

 

SIWIEC’s dedicated Investment & Wealth Management team consists of seasoned wealth and investment practitioners with deep expertise. We understand where the sector has come from, where it is today, and its likely direction for tomorrow. In pursuit of client success, we apply fact-based thought leadership, specialist consulting capabilities, and solutions that include tested, proven and successful proprietary templates, models and methodologies.

Our Investment Advisory expertise, which has been built over several years of experience and continued learning, provides investment management services to:
Individuals
Families
SMEs and Large Corporations
Non-Profit Organizations and NGOs

We manage portfolios based on our clients’ needs, not on firm-mandated strategies, and construct portfolios by evaluating the full scope of investments to uncover those that best reflect your short-term and long-term financial needs, in the areas of:
Retirement Planning
Estate Planning
Savings Strategies
Education Funding
Employee Insurance Benefits
Insurance Protection and more.

The modes of investment we use include Insurance (Life & Non-Life), Mutual Funds, Real Estate and Equity products amongst a host of others.