Investment Management

A bespoke portfolio management offering

At MCB Capital Markets, our mission is to provide each client with an investment experience tailored to meet its unique set of circumstances and needs while always ensuring a customer-centric approach and unparalleled service.

Our global service ranges from advisory, portfolio management, fund selection and asset allocation, providing you with a spectrum of investment styles that suit your profile.

A structured and flexible process

• Your portfolio manager assesses your needs and tolerance for risk
• Your current financial situation is evaluated
• Your portfolio is constructed and managed with a view to protect and enhance your wealth according to your specific requirements
• Proactive communication will be maintained to make sure that we are always acting in your best interest

Investment Strategies

Our investment experts aim to consistently out-perform our clients’ expectations. Our clients benefit from our deep understanding of investments and economic cycles, leveraging from the expertise and insights gained through our participation in the institutional and retail markets.

Multi-Asset
We adopt a dynamic approach towards managing your assets, combining expert security selection and asset allocation skills of the portfolio managers to achieve your desired outcomes whilst mitigating risk across market cycles. The manager will expertly combine stocks, bonds with alternative approaches to enhance returns.

Equities
We manage equity portfolios using both quantitative and qualitative analysis with significant emphasis on research.

We do not let market noise override our fundamental views on the market. Our strong partnerships with renowned investment houses allow us to have access to proprietary research in our investment process while we keep in mind the challenges of emerging and frontier markets.

Fixed Income and Currencies
Our experts analyse credit securities, assess the appropriate yield compensation for a particular security and the sophisticated risk management tools. We also participate in primary markets and develop the liquidity and transparency in the domestic fixed income market, while we devise on a tailor-made approach for each customer. We are also focused on local currency, African bond markets as well as G20 fixed income markets.