Our Services

Securities Dealing

This group undertakes the following activities:

  • Trading of equity and debt securities to achieve maximum returns for clients.
  • Non-discretionary portfolio management.
  • Margin trading transactions.
  • Creation/Management of Estate Accounts
  • Liaison with Registrars of Companies.

Portfolio Management

This group is responsible for constructing and managing clients’ portfolio investments. Such investments may include but not limited to equities, bonds, debentures, money market instruments, commodities, real estate, precious metals, cash, etc. Some of the Group’s product lines include:-

Semi-Discretionary Portfolio Management
This service allows Pivot Trust & Investment Company Limited to select stocks on behalf of the client following exhaustive research; however purchases/sales are not executed until the client’s consent is obtained. Whilst there is a time lag between decision making and execution due to the time it takes to receive order confirmation, this service allows the clients to make inputs into their portfolio selection/composition.

Discretionary Portfolio Management Services
The Discretionary Portfolio Management Service enables Pivot Trust & Investment Company Limited to invest on behalf of the client at our discretion. Although Shares are bought and sold without necessarily contacting the client, the portfolio is invested taking into consideration pre-agreed investment parameters with a view to safeguarding the client’s assets, maximizing returns and achieving the clients overall investment objectives.

Asset Management

We offer wide range of products and services to enable clients realize their specific investment goals. The team employs a prudent, disciplined and personalized investment approach in handling clients’ portfolios. The products offered by the Unit are:

  • Managed Portfolio
  • Structured Credits
  • Portfolio Administration Services
  • Mutual Funds

Financial Advisory

The company provides financial advisory solutions to companies, governments et al seeking long term financing from the capital market by way of Equity Issuance, Government Bonds (Local, State and Federal), Corporate Bonds (Debentures). It also acts as brokers to primary market issues generally amongst others.

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