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
PUT YOUR CASH TO BETTER USE.
Whether you are building an emergency reserve, saving towards a major purchase or holding funds before investing, ANNEAU offers disciplined cash solutions designed to preserve your capital while helping it work more efficiently towards your short-term goals.
INVEST
PUT YOUR CAPITAL TO WORK.
Investing is about putting capital to work with purpose. ANNEAU applies discipline, patience and long-term perspective to the selection and management of investments, with the objective of building wealth progressively over time.
PLAN
without a plan, your dream remains a dream
HENCE, TURN YOUR GOALS INTO A PLAN.
Financial planning brings structure to the life you want to build. Whether you are preparing for a home, retirement, education, major life events or intergenerational wealth, ANNEAU helps you organise your priorities and translate them into a clear, disciplined financial path.
YOUR WEALTH. YOUR JOURNEY.
We begin with you — your ambitions, your responsibilities, your time horizon and the life you are building.
Whether you are saving, investing or planning ahead, ANNEAU brings structure, discipline and long-term perspective to your financial decisions.
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.
