Financial Instruments

We serve a variety of customers with the following financial services.






Investment portfolio analysis and recommendations

Process of breaking down and studying an investment portfolio in order to determine both its appropriateness for a given investor’s needs, preferences, and resources, and its probability of meeting the goals and objectives of a given investment.

Trade Financing

Activities related to commerce and international trade. Trade finance includes lending, the issuance of letters of credit, factoring, export credit and insurance.

Corporate Finance Restructuring

Our Corporate Finance and Restructuring practice, a trusted partner to companies, boards of directors, investors, lenders and creditors around the world, is focused on delivering restructuring and business transformation solutions. Committed to our clients’ success, our professionals address the full spectrum of financial, operational and transactional risks and opportunities.

Managed Account

The Managed Account Solutions program offers you a range of investment advisory solutions that leverages the expertise of a select group of asset managers as well as asset allocation strategies, ongoing manager research, and portfolio monitoring.

Financial analysis and compared investments

View the diverse array of investment services we offer to match your short- and long-term goals.