Our Portfolio Administration Services are designed to assist high-net worth individuals manage their existing portfolios, give advice on portfolio constitution and restructuring in order to build an efficient portfolio that will yield maximum returns. These services include:
NOMINAL TRANSFER: This service is developed to assist transfer shares of high-net worth investors from their personal names to a corporate name in order to ensure proper management and perpetual continuity of their holdings.
STOCK TRANSMISSION: We assist in the transfer and administration of shares of Estate of deceased to appointed beneficiaries. This enables keeping of proper accounts and valuations of client's portfolio. It provides structure for timely receipt of benefits and allows for periodic evaluation of client's holdings.