Solutions We Offer

From savings & investments to protecting your family, we have a soltution for you.

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Get More From Your Money

Join those beating the bank with above average returns — don’t let your savings go to waste!

Global Clients
Annualised Annual Return

Invest Globally & Diversify Risk

Expand your horizons to generate higher returns and spread your risk by investing in the global markets, making your money work even harder for you. Higher returns, lower risk, greater satisfaction.


I have been a client since mid-2005. I was unhappy with the service provided by my former adviser and Les Sposito appeared to be much more professional in his dealings with me.


My expectations on the management of my investments have been met and he has continued to provide good service, with regular review meetings that are always followed up with written confirmation of the decisions taken.

Dr Charles Lee

Want To Know More?

Please see below or do not hestitate to contact us for further information.

What are your fees?

Our typical charge is an ongoing 1% Management Fee per annum and an Initial Setup Fee, although this may vary to each client’s needs and the products provided.

What returns can I expect?

Our target is 8% average annual return over the long term, which we view at a minimum of 3 years. We suggest most investments are held for at least 5 years; we have achieved 10.5% performance with our clients in this time.

How safe are my investments?

No investment is guaranteed. However, we ensure that we only work with highly regulated and secure investment providers to keep your money safe. Investment performance is never certain, but our advisers only pick top funds that we believe are best suited to a client’s risk appetite to meet their desires.

What amount do I need to start investing?

For starting out on your investment journey with us, we recommend a choice or combination of the following: Monthly Savings Plans starting from USD 200 and Lump Sum Investments from USD 20,000 (or currency equivalent)

Can I switch over my existing portfolio to you?

Yes, we can arrange moving over your existing portfolio over to one of our advisers.

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