Benefits of Choosing Us As Your Investment Management Partner
Your relationship manager provides a single point of contact through which you can access our full range of specialist investment management services according to your needs. Through personalised advice they enable you to take advantage of all the ways in which you can optimise your investment , with support from our team of portfolio managers, fiduciary, insurance, philanthropy and specialised lending experts.
You can access our international banking and investment teams in USA and abroad. This ensures that your needs are met with a truly integrated global offering.
You can view your consolidated financial position, including your overall balance sheet and investment management accounts online through our ibanking portal , regardless of where you are or where your money is managed.
We are available to meet your needs and provide professional help at any time, irrespective of where you are.
Our investment capabilities have been independently recognised for their market-leading performance across a range of market conditions and asset classes over the long term. In 2012, Mount Zion Saving and Loans marked over 10 years of achieving market-leading investment returns in four different categories for our clients.
We believe it’s what you do with your investment that matters. We are therefore committed to applying our collective expertise and wealth management insights to provide you with smart choices that have a positive long-term social impact and that make your wealth count.
A dedicated relationship manager who can help you make the most of our services through personalised advice
An accessible international team of specialists
Online and mobile technology services to keep track of your investment– whenever, wherever
Access to our client service capabilities 24 hours a day, 7 days a week
Optimal growth through our stellar long-term investment track record
A socially responsible approach to wealth management