Full-Service
Brokerage

Whether you’re investing for retirement, for a big purchase, or a rainy day, navigating the markets and choosing from among the thousands of securities out there can be daunting.

We believe that investing for yourself shouldn’t mean having to invest by yourself. So, when you become a full-service brokerage client, you get personalised advice on investment selection and portfolio construction from a professional adviser—a real person—based right here in our community (Bermuda and Cayman only). However, you are still in charge when it comes to how much to invest, in what, and when. Just say the word, and our trading desk will execute your trades for you, always at competitive rates.

Full-service brokerage clients enjoy: