Client Experience

Understanding You & Your Objectives

Once our professionals have learned as much as they can about your finances and tolerance for investment risk, it’s time for you to decide which of our service offerings best suit your needs and circumstances.

It’s your appointed M & B Capital professional’s job to work with you to design a portfolio that will achieve your objectives as quickly as possible while exposing your capital to as little risk as possible.

He or she personally builds your portfolio, helping you to decide the blend and spread of investment assets that go into its makeup while respecting your risk tolerance. Once your portfolio is built, it is handed to our dedicated portfolio managers who will ensure it remains balanced and on target to meet your objectives.

They will buy and/or sell assets without referring to you for permission. This means they are able to take advantage of opportunities within the markets as soon as they become available.

We provide competitively-priced execution in numerous securities including equities, commodities, bonds and ETF/ETCs.

Our execution/trading service offers a simple, commission-only approach to clients who prefer to retain ultimate sanction over their investment decisions and have the time and knowledge required to successfully manage their portfolios. You will still have a M&B Capital professional who can provide you with the guidance you need when you need it.

GLOBAL EXPERTISE

With a global focus on both developed and emerging markets,
we are better positioned to manage volatility by participating across a
range of sectors in a number of key performing economies.

- Local and regional expertise throughout the global emerging market place.

- Diversified portfolio management to mitigate the effects of volatility.

- Access to institutional level investment opportunities.