Online Transactions

The company places great emphasis on its clients’ requirements and needs for accessibility and immediate information. Thus, it enables the real-time monitoring of the market, their personal portfolio, as well as entering of instructions via the electronic platform it has created under the name Z-Trade.

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The chain of providing investment Portfolio Management services, whether Discrete Management or Advisory Management, encapsulates a large number of partners, charged with various activities such as customer service in opening accounts and the reception of funds, custody and information (investment reports) and the provision of investment advice.

Some of our main partners:

International Custody Services






National Custody Services



Tied Agents


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