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Wealth Management

Personal investment decisions are best matched with personal service.

Our client relations officers and portfolio advisors are geared to treat your every request, with confidentiality and flexibility.
 

Wealth Management

With First Citizens Investment Services you will notice the difference that a strong investment company can make for you.

First Citizens Investment Services gives you personal access to global opportunities. Our financial strength matched by its expertise of local, regional and international financial markets, keeps your portfolio ahead of the market.

At First Citizens Investment Services we offer you: financial advisory services, portfolio management and a personalized mix of financial products. Our recommendations are backed by extensive research which assures you the highest return for the risk you are willing to take.

Wealth Management offers:

  • Individually managed accounts
  • Coordination of portfolios
  • Individual investment advice
  • Personal risk analysis

 

Investment Options:

  • Portfolio Management and Advisory services: Individually managed accounts tailored to suit your needs. Continuous monitoring and balancing of your investment portfolio. Discretionary/ non- discretionary investment plans for individuals wishing to invest large amounts.

 

  • Fixed Income Paper: Invest in a bond of your choice for a fixed period of time and earn returns at a competitive, guaranteed rate.

 

  • Equity Transactions: Invest into the stock market for the novice as well as for savvy.

 

  • Money Market Accounts: tailored specifically for our Barbados clients. Earn competitive rates of return, while allowing you to withdraw money at any point in time.

 

  • Retirement Advantage Plan: tailored specifically for our St. Lucia clients. This product allows you the opportunity to enjoy income tax concessions and benefits.

 

  • Classic Credit Card “Shopping”
  • Card Safety Tips
  • E first
  • Contact Centre
  • Point of Sale Terminal
  • Mobile Banking