Wealth Management

Since 2007, ANSA Merchant Bank Limited has made significant strides in research, asset screening, selection and monitoring potential investments. It has conducted these activities on its own behalf for its proprietary mutual funds, and on behalf of others, including third party insurance funds and pension plans. We provide discretionary and non-discretionary investment management services to high net worth clients who may want to protect and grow their wealth for future generations. We also offer investment and advisory services to employee benefit plans and companies.


Investment Services and Wealth Management

OUR WEALTH MANAGERS ABIDE BY OUR CORE PRINCIPLES

  • Confidentiality – We treat our clients’ business with the utmost respect and confidentiality, recognising the importance of discretion.
  • Trust – We abide by our clients’ wishes and adhere to their stated risk tolerance in the deployment of their funds.
  • Sound risk management – We seek to protect our clients’ wealth in unfavourable markets and to create growth in favourable times.

INVESTMENT STRATEGIES TO GROW CLIENTS’ WEALTH

Our Wealth Management team has been carefully assembled to reflect the wide diversity of expertise and acumen that has enabled us to provide premium services to our clients for more than a decade.
We know the key reason for investing is to enhance your financial capital. Our Analysts and Portfolio Managers use their accumulated experience to create customised portfolios that allow clients to grow their wealth with the strategy that best suits their particular needs and goals.
Our Investment Services and Wealth Management portfolios have been designed on a client-by-client basis, tailored to achieve their goals, whether long or short term. We help in areas such as Asset Finance to help fund additional equipment for clients’ businesses, for instance, and our Merchant Banking activities have been built on years of developing relationships with participants in the capital markets.
Our clients trust us to manage their wealth discreetly and professionally. Our team of experts meets with clients to discuss their objectives and to draft an investment policy statement which would guide the strategies to get there.


DISCRETIONARY AND NON-DISCRETIONARY INVESTMENT MANAGEMENT

Our Wealth Managers offer a range of services suited to the individual needs of our clients. On the opposite end of the spectrum, some individuals are knowledgeable and interested in the intricacies of investing. For those who prefer to be directly involved in the daily activities, we act upon their instructions, executing their wishes while ensuring there is agreement before any transaction is completed. This enables our clients to have absolute control over how their funds are deployed, while having the advantage of our services and market knowledge to make their decisions come to fruition.


Investment Approach 

CONTACT ONE OF OUR WEALTH MANAGERS

Cathy-Ann Ramsumair-Pustam
T: 1 (868) 235-2796 ext 190
M: 1 (868) 342-7652
E: cathy-ann.pustam@ansamcal.com

Marissa Gabriel
T: 1 (868) 623-8672 Ext. 3190
M: 1 (868) 376-4249
E: marissa.gabriel@ansamcal.com

Keisha Samodee
T: 1 (868) 235-2796 Ext. 128
M: 1 (868) 296-6037
E: keisha.samodee@ansamcal.com