we serve you
At ANNEAU, we are maniacally focused on delivering the best customer experience to you, our valued and esteemed clients
INNOVATIVE SOLUTIONS FOR YOU
Anneau offers a wide range of financial solutions, to help you achieve your dreams.
SAVE
higher interest means more cash for you
Whether you need to save for rainy days, save for a big expense like a home or car deposit payment or are holding on to funds until you are ready to invest; our high-interest cash investment securities accounts are secure places to preserve and grow your cash so that you reach your short-term financial goals faster
INVEST
let your money work while you sleep.
The ‘Rich’ get richer by Investing. They purchase Assets and so Investments which appreciate with time, patience and investment discipline. They therefore become OWNERS of Investments in companies, in art, in Debt, in Real Estate etc. Assets grow their WEALTH and that of their future generations. When you acquire Assets, they work for you while you sleep!
PLAN
without a plan, your dream remains a dream
As a valued client, we shall help you financially plan and invest for your dream home, your retirement, your children’s education, your multi-generational wealth succession and your big expenses; whether for holidays, a wedding, a car purchase and much more. Anneau’s Financial Investment plans are the ideal tools you need to light your dreams faster
It's time we manage your investments
At Anneau, we put you, our clients, first in everything we do.
We aim to transform you into our ‘multi-generational’ client, by doing our best to:
- Deliver industry leading Risk Adjusted returns; and
- Service you to the best of our abilities 24 hours a day 365 days a year
These are our promises to you
Frequently asked questions
Investment/Portfolio management is an investment-advisory discipline which incorporates financial planning, portfolio investment management and a number of aggregated financial services. Basically, we work for you, managing your wealth, relentlessly, everyday.
It’s very simple and easy. We ask a few questions so we can understand your investment objectives, risk tolerance and financial aspirations. Once the application forms are filled in, your investment agreement signed and your Customer Due Diligence (“CDD”) documents are submitted, we can build an investment portfolio of securities that suits your particular needs. As soon as your money arrives and/or your existing portfolio of investment securities is transferred, we’ll invest it automatically and report to you on a monthly basis.
You can deposit cash directly from your bank and/or transfer your existing investment securities and/or existing investments from another firm.
YES. All investment securities are held in your own personal name, at ALL times. Clients’ assets are ALWAYS segregated from Anneau’s assets. They are not held on our Balance Sheet. They are YOUR Assets.
Because we are the ONLY firm maniacally focused on delivering the best investment risk adjusted performance and the best customer service experience to you and your family for generations to come. We let our investment performance and results do the talking! You do not simply talk only to your relationship manager but to your investment managers as well. We are truly here for you and your family; 24/7, 365 days a year, especially when it truly matters. We exist because of you, to serve you, our valued and esteemed client.
