SERVICES

Investment

in your future

AN INTRODUCTION

At 3D Global Financial Services Ltd (3DGFS) we provide advice on new investments and investment strategies as well as existing investment portfolios.

Investment advice is a dynamic process that needs to be regularly reviewed, considering changes in our clients’ circumstances and the investment markets in general. 

We work with our clients to tailor an investment solution designed to meet their unique needs and circumstances. In building solutions, we draw on our expertise, access to leading fund managers and extensive range of international investment opportunities.

3D Global’s’ professional and qualified advisors, like most successful investment firms follow a core investment philosophy. Theses fundamental principles guide the investment decisions we help our clients make.

Our approach is ‘client-centric’. We do not promote our own in-house products but recommend the most suitable and appropriate products and services available in the global market. Wealth Management is an on-going exercise beyond the initial investment. 

Our Investment Committee is the cornerstone to ‘managing the managers’. It is made up of senior investment specialists and it sets robust criteria for fund manager and individual fund selection. The members meet regularly to discuss asset allocation, selection and wider client services.

Investments are used to achieve long-term goals, considering our clients’ financial situation, investment objectives and investment knowledge and experience.

Suitability Assessments which include risk profiling help us to recommend products and services that fit our clients’ individual circumstances.

Asset allocation is key to portfolio construction and diversification can enhance returns and reduce risk.

Our investment
approach

Carefully guiding and growing your investments

A quick overview of our core investment philosophy. The fundamentals we use to guide our clients.

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Commitment

Wealth Management is an on-going exercise beyond the initial investment.
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Reduce risk

Asset allocation is key to portfolio construction and diversification can enhance returns and reduce risk.
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Other services

Expert knowledge and advice

RETIREMENT PLANNING

Your exciting future

INSURANCE

Cover for every eventuality

Other areas of interest

Helping our customers in any way we can

FREE GUIDES

Download our free guides.

CUSTOMER STORIES

How we have helped others

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