- Lump sum Personal Portfolio Bond (“PPB”) – The PPB is a product which is structured, provided and administered by institutions such as Royal Skandia, RL360, Generali International and Friends Provident International whereby a client invests a lump sum amount of money for tax planning reasons coupled with the ability to trade into ETF’s, Unit trusts, Cash deposits, Structured products, and discretionary portfolios.
- Regular savings plans – A regular monthly investment to save towards a specified event such as children’s education, retirement provision or any specific financial milestone. Regular savings plans are structured, provided and administered by providers such as Royal Skandia, RL360, Generali International, Zurich and Friends Provident.
- Fund/structured products – Credence markets select funds and/or structured products which are structured, packaged and administered by institutional clients such as EFG Hermes, JP Morgan and Fidelity for clients looking for this type of investment exposure.
Centaur has a diversified sector focus ranging from asset management, wealth management, private equity, venture capital, trade finance, mining and natural resources and agricultural investments.
Centaur believes that very rarely are 2 venture capital transactions identical and as such is willing to work with the management teams and companies we invest into to structure investment and support that is both flexible on the financial terms, yet well planned and structured on what we expect from the companies we invest into.
BUILDING SOLID RELATIONSHIPS
Striving to fully understand our clients’ needs, keeping in close communication throughout the relationship and providing an educational framework to our clients to fully understand the financial commitments and decisions they make leading to positive outcomes and long fruitful relationships.