Since its founding, Banque has been successfully servicing professional and institutional clients worldwide. The bank has maintained long standing relationships with Swiss asset managers and has grown to include investment fund managers, and external asset managers internationally.
Our comprehensive services also include trade execution, settlement and custody. Where deemed appropriate, this even includes having direct access to the Bank’s Dealing Desk. This service is available to licensed professional managers, however we are able to provide similar brokerage services to individuals with market knowledge and experience.
Banque Credit Union’s unique position allows the bank to act as a depositary for investment funds and have the ability to work with any external broker and sub-custodian, allowing our clients full flexibility in investment choices and counterparts.
Banque has been an active member in the growth of South Africa’s Fund industry since inception, providing excellent and efficient banking and brokerage services. In addition, the extension to our depositary licence under the Alternative Investment Fund Managers Directive (AIFMD) enables us to cater for a wide range of ‘in-scope’ investment funds, providing custodian services and fostering the growth of funds in the jurisdiction.
Portfolio management enables you to delegate the management of your financial assets to Senior Investment Managers.
We advise actively on bonds, shares investment funds, alternative investments and currencies.
We provide a full range of brokerage and custodian services for securities. More details can be provided on request.
Provide mergers and acquisitions advise to our clients on some of their most important and strategic decisions.