- Financial Planning
- Risk Profile assessment
- Private Banking: Call and Fixed Deposits
- Portfolio management
- Private stock portfolios, Unit trusts and structured products.
These services are provided both locally and offshore.
Mission
To structure our clients affairs, in order to minimise the effects of taxes and inflation and to maximise their world wide capital and income.
Approach
After a careful consultation with the client, we determine their investment needs and formalise a proposal to enable the client to make an informed decision. We consult with all major institutions in order to provide tax efficient investment structures. This varies from personal portfolios to pension funds and private banking. Internationally, we provide full offshore investment and private banking services. This ranges from offshore fund management to the setting up of offshore Trusts and offshore banking.
Strengths
- Total independence, ensuring unbiased and objective advice to clients.
- We deal with only major, well-established financial institutions which ensure security of investments, maximum flexibility and diversity of choice for clients.
- Carlsson represents YOU, the client and not the institution, enabling maximum protection of your interests at all times.
- Highly skilled and experienced understanding of investors risks.
