Wealth Management


We as a company are committed to bringing our clients the most up to date and accurate information leading to trade execution that is second to none. We understand that for new investors it can be an overwhelming task to create a suitable portfolio, for this reason all of our brokers work with you at your pace, this enables us to create the right portfolio for you.

When you first speak with one of our wealth managers, they will get to know you and what you are looking for when it comes to investing. With this information available to us, we are able to bring you opportunities that are suited to your needs and goals as an investor. There is no such thing as a one size fits all investment plan at Bernet international, each of our clients are treated as the individual they are, and receive an investment plan that is tailored to their specific needs.

Our brokers here at Bernet international have access to more than just your local markets, we have access to a huge selection of international investments that we can integrate into your portfolio giving you more options when it comes to how you prefer your money to be working. At the heart of our clients’ portfolios is of course their success, our wealth management team will work closely with you to not only reach your goals, but to create even bigger targets. The key to our client satisfaction is our ability to communicate efficiently with our clients keeping them constantly updated regarding their portfolios. Every client we speak with has a different financial goal, and they have a different plan in mind on how to get there, here at Bernet international we are happy to work with you and build your portfolio around your plan.