Services List

Turnaround Consulting
Companies dislike the term ‘turnaround consulting’ because it represents failure. The truth is that turnaround consulting represents success.
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Bonds & Commodities
Bonds and commodities are much more stable than stocks and trades. We allow our clients to invest in the right bonds & commodities.
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Audit & Assurance
Audit and assurance is all about meticulous data analysis. Everything needs to be checked, double checked, and triple checked.
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Trades & Stocks
This allows us to specialize in all dimensions of trades and stocks, because we have a specialist within the team for every scenario.
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Strategic Planning
We work with our clients and do a deep analysis of their business. We help prepare possible outcomes to different decisions.
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Financial Projections
This stops companies from taking drastic measures like downsizing or closing down sites; those things happen only with no or bad financial projections.
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International Business Opportunities
We allow you to enter international waters without having to worry about making a mistake, as we use our international experience.
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Business Planning, Strategy & Execution
Execution is the single most important part of the whole process, poor execution can result in a lot of lost time and money.
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Investments and Services

Full Service Stockbroking & Wealth Management

An investment is a commitment of funds made in expectation of a positive rate of return in the future. The motive behind investment varies from person – for most investors, however, their interest is primarily to earn a return on their money. But the return on a stock market security is subject to risk. Risk refers to the uncertainty surrounding actual realization of the rate of return offered by an investment. The time element refers to the period of waiting required to reap the reward. Accordingly, most early investment decisions have three key aspects:return, risk, and time. Investors’ goals are usually expressed in terms of return – the hard fact is that in most cases return and risk are inseparable.

Our full-service stockbroking advisory solutions are designed to help investors maximise investment performance and effectively manage their portfolio and exposures, thereby mitigating the risk factor.

Creating Your Path for Growth

Partnering with a private offshore investment firm like TBD, you have the unique opportunity to create a highly personalized investment plan and work closely with your advisor in managing your investment portfolio and financial assets.

Our goal is to provide you with a personalized financial plan that successfully outlines the current and potential investments that will get you to your long-term goals.

Leveraging Strategic Financial Partnerships

We partner with a variety of professionals to bring you a comprehensive suite of investment-related services needed to reach your goals. This includes financial planning, investment management, college education planning, retirement planning, asset protection, insurance and tax planning.

As an independent investment firm, TBD has the ability to choose from a broad range of financial products and services that will best fit your personal needs. Products include the following.

With access to securities markets in over fifty countries, TBD is firmly positionedto integrateglobal stocks and bonds into your portfolio and will do so when it is to your advantage.

For more information about wealth management at TBD, please contact us at

Wealth Management

We regard full-servicewealth management as a partnership between you and your adviser. Together, you’ll workto identify and understand your needs and thendetermine an investment strategy and model portfolio. Our advisers will help you with decisions about investing in international shares, IPOs and other asset classes. Your investments are monitored and reviewed regularly and we proactively recommend adjustments when necessary.

Our Portfolio Managers

Our team of dedicated and experienced professionals provide fast, efficient, and reliable service to meet your needs.

What it Takes to Succeed with Your Portfolio

We highly value our clients’ trust and business. Therefore, we are deeply committed to providing them with innovative solutions, protecting their interests and safeguarding their privacy.Our expert investment team consistently delivers superior service that should exceed your expectations at every turn.

Our core business revolves around individual clients who are seeking to take advantage of offshore investment opportunities.Other clients include institutions, hedge funds, and portfolio managers who are looking to consolidate assets, access global capital markets, borrow securities, obtain optimal margining and financing, and receive comprehensive reporting.

TBD offers a complete range of innovative services that are tailored to your specific requirements.

Portfolio Construction & Management

Our portfolio management solutions are designed to help investors maximise investment performance and effectively manage their wealth. As a client receiving portfolio management, the level of service can be adapted to your requirements. Whether you are seeking full-service advice, general advice on exposures, strategies and opportunities or the straightforward trade execution, our friendly and experienced advisers can assist.

Tailored Advice

We value our reputation for offering high quality, tailor-made investment solutions to offshore investors. Each client is unique, and their portfolio requires a specialized approach to the market. We constantly strive to deliver the highest level of service to help you achieve the results you seek.

It is up to you to choose which type of account and style of advice is most appropriate. You decide your level of involvement in creating and managing your portfolio, and we provide as much professional advice and support as you require.

We match our service to your requirements and support you every step of the way. If you are unsure which type of account is right for you, we would be happy to discuss your options.

For personal advice clients, our advisers work together with you to understand your unique requirements and develop an investment strategy that best conforms to your financial situation, investment goals and appetite for risk.

Free Estimation

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