Portfolio Management Services

As the market becomes more complex many clients wish to be relieved of the time consuming search for, and analysis of, investments. This combined with the required day-to-day monitoring of their portfolio in volatile periods leads many investors to seek professional fund management expertise. Clients using this service will assign the active management of their portfolio (i.e. debt and equity instruments) to Morgan & Partners Securities subject to pre-agreed criteria. The main advantage of this service is that Morgan & Partners Securities is able to act on information being received from the market promptly rather than having to contact the client before taking action. Our investment policy is conservative and portfolios are reviewed continually to meet the investment objectives of the client.

Stock Market Advisory Services

Shareholders are becoming more aware of their rights and are beginning to measure the performance of Management by the relative performance of their share price totheir industrial sector and the market as a whole. In response to the increased market sophistication, Morgan & Partners has delivered a new service offering to clients. Morgan & Partners advises reputable, quoted companies, on a continuous basis, how best to manage their relationships with the regulatory bodies, Stockbrokers, Financial press and the investing public to ensure that their share price at any point in time truly reflects the fundamentals and future prospects of the company.

Sponsoring stockbrokers to Listing by Introduction

Morgan & Partners acts as sponsoring stockbrokers for companies that are seeking their first time listing on the NYSE Stock Exchange. We help the company to liaise with the regulatory agencies (the NSE and the SEC) and ensure that all the regulatory requirements are met in a timely fashion.