OUR SERVICES

MSM works closely with our clients to help understand their investment objectives and devise a personalised wealth strategy that ensures capital preservation for future generations. We offer investment solutions that structure, manage and monitor the investment portfolios of our clients while mitigating risk and maintaining privacy and confidentiality

We prove consolidated reporting and aggregation of our clients’ wealth with management control

FAMILY OFFICE SERVICES

Financial Planning

  • Identify specific measurable goals
  • Create a “Statement of Financial Position” to monitor client objectives
  • Identify strengths and weaknesses of current situation and potential future risks
  • Plan for eventual changes in life circumstances or any special needs of family members
  • Support banking relationships and manage KYC and account opening processes

Family Advisory

  • Estate Planning
  • Trust and Asset Monitoring
  • Training and Education
  • Philanthropy and Social Responsibility

Governance and Control

  • Consolidated reporting and record keeping
  • Administrative Services
  • Tax and Legal Advisory
  • Compliance and Regulatory Control

PORTFOLIO MANAGEMENT

Portfolio Management

  • Work closely with clients to set risk adjusted return objectives
  •  Agree a Strategic Asset Allocation framework
  • Active monitoring of investment results and financial market conditions

ACTIVE ADVISORY & TRADING SERVICES

Active Advisory and Trading Services

  • Professional advice on trading in FX, commodities and indices
    across global markets
  • Proprietary Charting and Technical Analysis
  • Access to institutional research from service providers
  • Electronic trading via online platforms providing best price and
    execution

BUSINESS AND FINANCIAL ADVISORY

Business and Financial Advisory

  • Advisory services focused on Promoter, Mezzanine and
    Bridge financing
  • Consulting services focused on Pharma and Biotech related Private Equity investments
  • Real Estate advisory services focused on co-investment
    opportunities in UK and USA