Investment Services

Turning money into wealth.

Our Services

Asset Management (Discretionary)

The management of your investments is too important to be left for when you have a spare moment. If your wealth is to grow successfully, you need the help of experts, as the financial markets are constantly changing, and keeping track of what is happening is not easy.

Discretionary Asset Management is part of a process in which investment decisions are guided by the investment strategy previously agreed with you.

The starting point for our Discretionary Portfolio Management service is a:

  1. Careful assessment of your situation and investment objectives.
  2. Based on your investment horizon, return expectations and risk tolerance, you can always select a service matching your individual requirements.
  3. Whichever service you prefer, you benefit from the expertise of our Portfolio Managers backed by a team of investment strategists, analysts and product specialists.

Tailored Asset Management

Our goal is to always ensure personalized financial solutions, which result from a deep understanding of our clients’ financial situation and goals.

Independence

The vast majority of the assets we manage are in carefully selected individual securities. It is the level of investment solutions and its independent asset management that allows us to customize stronger plans for our clients.

Security

Our services are designed with the protection of our clients’ assets in mind. Accounts remain the property of our clients at all times

Focus On Cash Flow

We work to create investments that offer a constant source of income, as accurately estimated and forecasted as possible. This cash flow can take many forms, depending on the type of investment, but we never look at short-term results. Instead, we always create sustainability where possible.

Asset Management
(non-Discretionary)

For those clients who wish to enjoy a greater degree of participation in the management of their investments, we offer the non-discretionary investment management service whereby we contact clients to advise and discuss investment matters.

No transactions are carried out without the client’s approval. We also notify and advise on corporate events and take instruction from the client before proceeding.

Constance Investment Clients shall have absolute discretionary power to make investment decision whilst the Portfolio Manager, shall provide all support for efficient execution of trades. Through their advice, Clients will be allowed to invest only in the carefully selected and approved.

There are several advantages to investing with Constance Investment. Including the collection of dividend and bonus shares on behalf of clie nts and the reassurance that we keep securities in safe custody. All the securities purchased for the Clients shall remain in lien in favour of the Portfolio Manager. The Clients will have access to the various research materials on market, industry and co mpanies prepared by the independent research team of the Portfolio Manager. Investment in Constance Investment will be considered allowable investment for obtaining tax, rebate. Additionally, capital gains from investments are currently completely tax - exempt.

Your Objectives as Priority

With Non-Discretionary Portfolio Management, your money is invested in a way that is suited to the prevailing market situation, and you have complete control over investment decisions.

Consistent Market Proximity

The investment strategy is regularly monitored by our strategy experts.

Your Additional Benefit: Time

You save yourself the enormous amount of effort that is required nowadays for professional and lucrative portfolio management.

Brokerage Services

Since the Company’s incorporation our main objective was the provision of financial services.

Constance Investment Brokerage services include:

  • Reception and Transmission of orders on behalf of third parties
  • Execution of orders on behalf of third parties

Constance Investment provides access to a wide range of securities on all the world's major trading floors, and also offers services for the structuring of complex transactions, purchasing of shares.

Your Gateway to the worlds market

Trade on over 100 market centers in 16 countries. Direct market access to stocks, options futures, forex, bonds, ETFs and CFDs from a single account at Constance Investment

Access market data

Access market data and stay connected to all global markets.

Risk Management and Control

You save yourself the enormous amount of effort that is required nowadays for professional and lucrative portfolio management

The clients can place stock market orders:

  • by phone (telephone calls are recorded for security and quality purposes);
  • by email, using the Constance Investment trading systems
  • by platform, using the Constance Investment trading platform, WebTrader, and their mobile phones.

Constance Investment assists its clients in trading a wide variety of financial investment aimed at helping clients to find the investment that better suits their needs in terms of possible risk/reward.

Your Gateway to the worlds market

Trade on over 100 market centers in 16 countries. Direct market access to stocks, options futures, forex, bonds, ETFs and CFDs from a single account at Constance Investment

Access market data

Access market data and stay connected to all global markets.

Risk Management and Control

You save yourself the enormous amount of effort that is required nowadays for professional and lucrative portfolio management

Custody Services

Constance Investment offers the ancillary service of safekeeping and administration of financial instruments for the account of clients, including custodianship and related services for clients’ securities.

Constance cooperates with major global securities depositaries such as Euroclear and Clearstream.

Main features of custody services

  • Safekeeping and custodian accounting of clients’ securities;
  • Regular reports and statements on clients’ securities portfolios;
  • Receiving and distributing dividends, coupons and other income from corporate actions;
  • Informing clients of corporate actions on the basis of notifications received from third-party depositaries.

Advantages of custody services

  • The possibility to conclude a custody agreement dedicated only to safekeeping of securities under custody of Constance Investment Ltd;
  • Competitive tariffs and individual approach

Taking Risk Personally

We are committed to investing in a best-in-class compliance infrastructure and maintain segregated accounts to deliver the highest levels of transparency and security to every client

Uncovering New Sources of Value

Constance Investment with clients to uncover new sources of value and create mutually beneficial relationships focused on growth.As our clients expand, we help them identify market trends and design solutions to manage the complexity of new asset classes and investment structures

Delivering Measurably Superior Service

CI is committed to delivering a measurably superior client service experience. Our 24-hour global service model is tailored to our clients’ geographic, language, and time zone requirements

Investment Advice -
Saving and investing

Every client has unique challenges and different goals. Our experienced investment professionals work diligently with each client to clarify your personal and financial situations in order to establish appropriate wealth management strategies.

Constance Investment provides investment advice on investments and investment strategies on a continuing basis.

We work with our clients to tailor an investment solution designed to meet their unique needs and circumstances. In building solutions, we draw on our expertise, access to leading fund managers and extensive range of international investment opportunities.

Understanding your goals

Together with you we will discuss your current financial state and life goals

Recommending Solutions

Together with you we will discuss your current financial state and life goals

Making sure your portfolio stays on track

We will communicate with you at regular intervals to discuss your portfolio. We will monitor market activity and maintain your mix of investments

Services and Solutions

Whether you are looking for a specific capability, need a tailor made investment solution or want insight into a particular investment theme, we can provide you with the answers you need. Explore our services and solutions FOR YOU by clicking on the investment solution of your choice.

Our Asset Management Approach

The key to success

Defining your objectives and needs is the key to success when it comes to financial matters. The starting point is your current financial situation. This is why a personal consultation with your advisor is central to our advisory process.

  1. Analyses – Agree your wealth needs and objective
  2. Financial Concept - Develop a personal financial plan
  3. Risk Assessment - Identify your attitude to investment risk
  4. Strategy - Build a tailor made investment strategy
  5. Implementation - We will provide with ongoing support

start building a healthy financial future today