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Curmi & Partners Ltd

Overview:

Our Experience
Over the years, the firm has built a substantial knowledge base through the members of its professional staff. Our strength derives from the extensive research that we carry out on companies that we believe have the long term potential to yield attractive returns, both in Maltese financial markets and in the international arena. The partners believe this is the key to enabling the firm to provide a tailor made professional service focussed on delivering performance.

Our Values:
We feel that flexibility, accessibility and individual attention are central to providing our clients with a tailor made, personalised financial solution. We therefore keep these values as the central theme of any of our strategies.

Curmi & Partners Ltd. focuses on providing services that are tailor made to each client's individual needs. The following services that we offer keep this central strategy in mind and enable clients to benefit from the extensive independent research that our analysts provide.

Our approach to investment management is primarily based on discipline, structure and analysis. Our investment ideas and portfolio structures, specifically developed for our clients, are the result of innovative thinking and thorough research which have successfully addressed diverse investment mandates. Our wealth management offering includes Discretionary & Advisory Services as well as Treasury Management.

We build long term relationships with our clients based on trust and our discreet approach to their objectives.

Discretionary Management
Advisory
Insurance Co’s & Captives
Occupational Pensions Schemes
Treasury Management
Corporate Finance
Stockbroking

In risk management terms, our rigorous, confidential and transparent management framework is accountable to both the legal and regulatory environments where the client’s portfolio matches his/her unique risk profile and return expectations. By managing financial risk, together with our tailor-made investment solutions, our clients are in a position to receive the benefit of a transparent investment process supported by a qualified and experienced team.

History:

The company was originally founded in 1978 as Inter Finance Ltd., specialising in investments in foreign financial markets. Following the creation of the Malta Stock Exchange, the company built a substantial market share on the local market. The services offered on the local exchange compliment those offered on international financial markets and encompass stockbroking, investment management, as well as assisting in the listing of companies on the Malta Stock Exchange.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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