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Private Wealth Management
in Sri Lanka

We offer select investment services and opportunities to individual clients. With our expertise in a comprehensive range of financial services, market access and insights on investment trends, we provide you with clear guidance to achieve your goals. Our wealth management advisors can help individual investors identify issues and explore opportunities bringing clarity to complexities and assist you in planning your financial aspirations.

Our services include:

  • Discretionary Portfolio Management
    We design customized portfolios based on our market opportunities and clients’ interests, with a focus on performance, liquidity and risk management.
  • Personal Financial Planning
    We advise individual clients on systematic financial planning and investment solutions tailored to fit return requirements, risk tolerance, liquidity preferences, tax position and other relative factors.
  • Invest As You Earn
    We provide advice to optimize long term returns on your earnings. We partner with you to provide bespoke solutions crafted on our diversified investment offering and unparalleled expertise.
  • For Companies and Institutions
    We provide investment solutions to pension funds, insurance companies and other institutional investors. Our investment platform takes into consideration changing investment dynamics and the multitude of our clients’ needs. We are best known for our innovative investment strategies in fixed income and equities in which we have extensive sector experience.


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