Services and activities
- Security Trading
JL Securities SA acts as a security broker and custodian for its clients’ accounts and for its own portfolio. Throughout its correspondents in major financial centres, JL Securities SA covers a large part of the international financial market and on all types of negotiable financial instruments and namely on the equity, fixed income funds and feeder funds and foreign exchange and derivatives markets.
- Wealth Management
JL Securities SA offers its private banking clients a full range of advisory and analytical resources, adapted to their needs and demands for the management of their wealth of an « execution only » management. JL Securities SA can also provide its services in various types of discretionary management suited to fit the needs of the clients and the set forth objectives. Committed to the absence of « in house products», JL Securities SA proposes to its clients a large network of counterparties and services available to objectively respond to their needs.
For each type of management, an investment profile is defined with the client. Assets allocation, Capital protection, cashflow, growth and thresholds and durations are the base for a long-term suited relationship. Our staff is committed to manage client’s assets according to the define boundaries and are due to respond on their performances regularly.
Our discretionary wealth management services are structured based on the risk appetite of each client. Generally, JL Securities SA offers 3 types of discretionary management: Conservative, Balanced and Dynamic. Given its «Family office» approach, JL Securities SA adapts its discretionary asset management to the specific needs of its « High Net Worth Individuals ».
- Family Office Services
With its network of international advisors and professionals, JL Securities SA offers to its «High Net worth Individuals» its assistance in the establishment of successful planning and financial structuring for the proper transmission of their wealth.