Independent Financial Advice
We believe in the importance of listening to our clients’ personal and financial needs to be able to provide them with tailor made investment advice.
We assist our clients in building a balanced and diversified portfolio customised to their own special needs and goals, be it capital growth or income oriented. We also make it a point to regularly evaluate these goals to ensure that our client’s portfolio adapts to their everchanging requirements.
As independent financial advisors we are able to offer our clients objective and unbiased recommendations on any investment in both local and foreign markets.
Stockbroking
We provide cost effective and timely execution of trades on all major stock exchanges worldwide. Our trading desk actively participates in trades for all classes of bonds, equities, funds, certificated securities, treasury bills and commodities. We also act as sponsoring stockbrokers for the listing of securities on the Malta Stock Exchange.
Online Trading
Our propriatory trading platform Calamatta Cuschieri WebTrader was developed with the aim of providing our clients with a powerful, secure and easy to use investing platform.
CC WebTrader allows clients to trade, monitor and keep control over all their investments via a single platform
The platform allows live trading on virtually any Stock, ETF, Bond or Funds available on the market.
The following account types are available:
Individual Accounts
Joint Accounts
Corporate Accounts
Broker Accounts
Introducing Brokers Accounts
We also offer Brokers with white label solutions, API connectivity and other customised solutions according to the specific needs.
For more information visit the Calamatta Cuschieri WebTrader section or contact our offices.
Nominee Services
To ensure a private, secure and convenient way of holding investments, we offer nominee services to our clients at no extra cost. This service removes the need for share certificates and transfer forms. It also facilitates the timely settlement of bargains within the Stock Exchange's standard settlement period.
Our nominee service includes the monitoring and processing of entitlement for rights issues, bonus issues, dividends and interests for our clients. This includes the processing of corporate actions without the need for uneccessary paperwork and procedures.
Discretionary Services
Discretionary Equity Portfolio Management
Our Discretionary service allows you to delegate the management of your investment portfolio to our Investment Professionals, who will monitor your holdings on a daily basis and make the investment decisions on your behalf. With accounts starting from Euro 100,000 this service allows you to gain access to investment expertise that is usually restricted to large institutional investors.
Successfully investing in equity markets is time consuming, requires active monitoring and expertise. If you are not in a position to monitor your investments regularly and want to make sure your investment portfolio is being actively managed then Discretionary Portfolio Management might be the solution.
When setting up a discretionary equity account we will listen to your requirements are manage your assets according to your preferences which may include:
- The markets you would like to invest in,
- The type of stocks you would like to invest in (such as Blue Chip Stocks or Mid-Caps).
Discretionary Equity portfolios also benefit from reduced rates, there are no fixed annual management fees and the performance of the portfolio is measured against a benchmark.
You will be kept fully briefed on the progress of your investments through comprehensive quarterly reports. You can also view the performance of your portfolio live through CC Webtrader our online investment platform.
For more information contact the Mr. Alex Cuschieri - Head of Investments.
Asset Management
We provide asset management services for a variety of fund types. Our Asset managers are also able to assist funds by sitting on the fund's investment board. For more information contact : Head of Asset Management - Mr. Michael Galea on +356 25 688 203
Market Research
Our internal research division supports our advisors and clients on a daily basis, with both the latest market news as well as specific research.
In order to deliver the latest market information as fast as possible to our clients, our research team is equipped with Reuters and Bloomberg Stations and is also connected with some of the largest research firms worldwide.
Fund Administration
We use state of the art systems and provide an all inclusive service from the setting up and launch of a fund to administratiion and ongoing support of funds throughout their lifetime. Services include:
- Fund Structuring and Setup
- Listing Funds on the Malta Stock Exchange
- Fund Administration on a broad range of investment Schemes
- Back Office Services
- Compliance Services including Compliance, Anti Money Laundering and MLRO.
- Legal Services
- Company Secreterial Services
More information can be found in this overview
You may also contact:
Mr. Mario Psaila - Head of Fund Services
T:25688121
E: mariopsaila@cc.com.mt