If you prefer a more hands-on approach, International Standard Merchant offers self-directed trading facilities for US-listed securities and international mutual funds through our secure online investment portal. Through our expansive global network of advisers, we can also provide qualifying investors access to select private equity investment options that concentrate on various industries and geographies.
We will provide you with clear, relevant and timely information to help you make informed decisions about our products and services. Where applicable, a set of Terms and Conditions relating to each banking product or service will be made readily available to you with all the fees, charges, penalties and relevant interest rates, your liabilities and obligations in the use of a banking product or service highlighted.
We will inform you through various channels (e.g. via the internet, by telephone, email or at our branches) of available products and services. You can contact us for information or provide feedback through these channels.
We will exercise due care to provide you a balanced view of benefits and risks of our products, explain critical terms to you and ensure each product is suitable for your needs and financial circumstances.
We offer a wide range of proprietary and third-party investment options, including individual equity and fixed income securities, investment funds and a variety of alternative investments. Choose to make investment decisions independently by taking advantage of our Full-Service Brokerage and Advisory service. Or choose our Discretionary Management service; a Portfolio Manager will take care of the day-to-day investment decisions and manage your portfolio according to your preferences.
A structured investment portfolio is a foundational element of a comprehensive wealth management plan
Combined with a thorough understanding of your needs and investment preferences, this process enables us to assist you with the creation and ongoing management of an investment portfolio that’s just right for you, providing you with as much – or as little – assistance as you need along the way.