These clients include:
These may be listed companies looking for services like executing lines of stocks, structuring derivatives strategies, implementing Share Sale Facilities, to name a few.
Accounting, Financial Planning, Wealth firms, Mortgage Broking or Legal firms looking for partnerships or external firms like Acumen Investors to provide comprehensive/complementary investment services to complete their client offering.
Looking for services like wholesale stockbroking, an externally complementary skill in portfolio management (like use of derivatives) or the curation of specific-objective managed portfolios (like an ESG-focused managed portfolio).
