Diverse Invest believes that Relationship Management goes beyond the relationship between ourselves and our client. It is also the coordination on your behalf of your professional advisors and administrative support team.

Our team works with individual clients and their families at each stage of the wealth management process. This includes helping to manage family dynamics and other non-financial issues that can often have a great impact on the success of a family’s financial plan.

Wealth management plan implementation requires a timely coordination of legal advisors, tax specialists, corporate advisors, and other professionals. If such a network is already in place, we're happy to help coordinate them; and if not, we can introduce you to those experts best suited to your particular circumstances from among our best-of-breed network.

A successful wealth management strategy involves clearly defined goals. Our team works with you to develop a personalized wealth management strategy that takes into account your current situation and long-term objectives.

Life Events Planning: Marriage, birth and adoption, job or career change. These events encapsulate the profound changes we experience during life. Our Life Events Planning will help you anticipate and financially prepare for all of life’s changes, the common as well as uncommon ones.

Investment Management - Through our discretionary approach to investment management, we will advise you on an optimal portfolio strategy and expertly navigate you through the financial markets. Our financial analysts combine technical analysis with a fundamental approach to value investing. The result is a highly diversified investment portfolio that responds to short-term trends without compromising the long-term vision of your investment plan.

Retiring with peace of mind is something everyone should enjoy. Our retirement planning services will put you in touch with a financial advisor who will help you maximize savings, grow investments and protect wealth over time.

Wealth Transfer & Estate Planning: Planning the transfer of your wealth is one of the most important decisions you’ll ever make. We help individuals and families identify the need for an estate plan, including: wills and trusts, gifting, succession planning, family wealth counselling and family business succession planning.

In the context of increased competition the need to improve efficiency of operations through competent Liquidity management has become imperative. Cost of funds forms a significant part of the total cost of operations for businesses and thus has a direct impact on the profits of the organizations.

We use liquidity management solutions that are proven and secure with fully automated processing. This means that there is no need for you to invest in software and technology for your company.

In effect, our liquidity management solutions provide real time information and transparency into your company’s cash positions; which allows you to monitor your balance positions and invest strategically across a wider set of investment options at various times during the business day to better realise your capital earnings around the world.