Services
Brokerage, advice, portfolio management, research and risk management, delivered as one coordinated relationship.
Brokerage and market access
Multi-asset execution across equities, fixed income, futures, options, exchange-traded and structured products, through established counterparties and market infrastructure.
We provide access to global financial markets through established counterparties, custodians and market infrastructure, with professional execution across asset classes.
- Equities and exchange-traded products
- Bonds and fixed-income instruments
- Futures and options
- Structured products
- Selected over-the-counter instruments
- Professional execution and dealing-desk support
Investment advice
Personalised consultation, strategy development and suitability-based proposals for sophisticated and professional investors.
Advice starts with listening. We take time to understand your objectives, constraints and experience before proposing anything, and every recommendation is assessed for suitability.
- Personalised investment consultation
- Investment strategy development
- Portfolio-structure recommendations
- Market and product guidance
- Suitability-based investment proposals
- Support for sophisticated and professional investors
Portfolio management
Discretionary and mandate-based management with professional portfolio construction, active monitoring and disciplined rebalancing.
Where you prefer to delegate, we manage portfolios under a clearly defined mandate, with professional construction, active monitoring and disciplined rebalancing.
- Discretionary portfolio management
- Mandate-based investment management
- Strategic and tactical allocation
- Professional portfolio construction
- Active monitoring and rebalancing
- Transparent reporting
Research and analytics
Market analysis, portfolio and risk analytics, macroeconomic commentary and decision support for your own judgement.
We provide more than execution. Analysis, experience and informed judgement form part of the relationship, so you can make decisions with better information.
- Market analysis and investment research
- Portfolio analytics
- Risk analysis
- Macroeconomic commentary
- Instrument and opportunity assessment
- Decision-support tools and professional insight
Active risk management
Exposure and concentration analysis, hedging solutions, scenario work and clear communication in significant market conditions.
Risk is managed actively, not reported after the fact. We monitor exposures, discuss scenarios in advance and communicate clearly when markets move.
- Portfolio risk monitoring
- Exposure and concentration analysis
- Hedging solutions
- Scenario analysis
- Drawdown and volatility awareness
- Active communication during significant market conditions
Family office and wealth manager support
Consolidated brokerage relationships, customised account structures and professional communication with authorised representatives.
Family offices, external asset managers and wealth advisers need a counterparty that understands complex structures and communicates professionally with authorised representatives.
- Consolidated brokerage relationships
- Execution and reporting support
- Access to products and counterparties
- Customised account structures
- Professional communication with authorised representatives
- Support for complex ownership and investment arrangements
Only what we can stand behind
We focus on solutions we understand, can deliver properly and are prepared to stand behind. If a service, product or expectation is not appropriate for you, we will say so.
Services are provided subject to MBK Capital’s regulatory authorisations and to client suitability and appropriateness assessments. Availability of specific instruments, markets and services may vary by client category and jurisdiction.