SECURITIES
Custody and Settlement
Increscendo Group provides investment administration accounts for custody & trade settlement. These are suitable for individual or institutional clients who manage their own investments and also for third party investment managers on behalf of their clients.
For clients using third party brokers, away trade transactions are easily settled to the custody account. Recordkeeping is maintained on a specialized portfolio management system with a wide range of statement reporting which can be provided on any frequency required.
Statements include portfolio valuations, transactions, realized and unrealized gains/losses and performance reporting. Reporting can also be tailored to track and manage investment policy mandates and in many cases custom reports can also be developed.
All accounts have a multi currency capacity with a base currency of choice.
Fixed Income
Fixed income investments are a necessary component of a portfolio that is diversified across different asset classes. Historically, bonds have returned more than cash investments, and exhibited less volatility than stocks. As a result, adding bond investments to an all-stock portfolio generally lowers the risk of your overall portfolio.
Fixed income investments also help to reduce the overall risk of your investment portfolio. Depending on the issuer, they can provide a guaranteed fixed return when held to maturity and are a source of stable cash flow. There is a wide variety of fixed income investments including government bonds and corporate bonds. All are fully marketable and can be sold at market value at any time, should you need access to your funds.
We can further assist your needs for High Yield or Convertible bonds. Term Deposits are another form of fixed term investment. They offer a specific rate for a pre-determined period of time.
Equities
Equities are an important part of a well-balanced wealth management strategy and should be considered by investors seeking to pursue long-term objectives.
Stocks
Common stocks (or equities) represent ownership rights in a corporation. When compared with bonds and cash alternatives, stocks carry the greatest risk because they have the greatest potential for volatility.
Options
Options are contracts that give their buyer the right – but not the obligation - to buy or sell an underlying security for a specified price on or before a specific date.
Diversification is Key
Over time, investors have found that a diversified portfolio of stocks, bonds and cash usually provides one of the best ways to pursue long-term goals while minimizing overall portfolio risk.
To appropriately diversify your portfolio, you must determine what percentage should be allocated to stocks and which stocks you should include.
Structured Products
Increscendo Group is ensuring that our products seek to meet the needs of today's investors, developing a successful range of products, driven by innovation, with a focus on simplicity and value that allow investors to follow the stock market - but without the associated pitfalls.
Structured products are investment products available to the public whose repayment value derives from the development of one or several underlying assets. Underlying assets are investments such as Shares, Interest, foreign Currency or Raw Materials such as Gold, Crude Oil, Copper or Sugar.
Structured products are a combination of a traditional Investment (e.g. Bond) and a Derivative Financial Instrument. Legally, structured products are obligations for whose fulfillment the issuer is liable with all of its as importance to the investor. sets.
This makes the credit rating of the debtor (issuer) of a structured product of considerable