Growing your Personal Portfolio

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 Growing your Personal Portfolio

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Optiva is a fast growing, dynamic and specialist full service broker able to offer a highly innovative approach to managing investment portfolios on behalf of high net worth clients. We continually seek to outperform the standard benchmark index through our strong focus on growth orientated companies helping our clients reach or exceed their financial goals. Optiva can provide both advisory and execution services depending on your individual needs and requirements.

We believe we are different from the majority of wealth management firms.

Our team of highly experienced brokers strive to serve institutional and high net worth clients with a comprehensive wealth management service, helping individuals, trustees and organisations alike to achieve their financial goals and aspirations with outstanding dedication, discretion and efficiency.

To be truly successful, wealth management must always be undertaken on a highly personal basis where advice is designed and tailored to suit our clients’ individual near and long-term requirements – putting them firmly at the centre of everything we do.

Our approach to a relationship-based service means that we are committed to helping you manage your wealth in a way which reflects your own personal circumstances and seeks to provide the highest customer fulfilment, not only at “the point of sale” but on a long-term basis throughout the lifecycle with us, ensuring that any plans put in place remain effective in the future, no matter how your circumstances change.

This approach is built on the unswerving objective of ensuring that Optiva’s business culture is committed to deliver the best possible outcomes for both our clients and the related market alike. We ensure that the right culture, perspective and values are embedded within the firm through our processes at all levels in the firm which are continually refreshed and renewed.

We aim to deliver our commitment to you by:

  1. Providing personal tailored financial advice from an experienced dedicated broker
  2. Giving you the opportunity to review your financial investments and their performance on a regular basis
  3. Ensuring that our advice, correspondence and literature is always clear and easy to understand
  4. Listening to and acting on you your feedback
  5. Ensuring that our dealings with you are sensitive to your needs.

If you are looking to open an account at Optiva Securities please enter your details below.

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