Wealth Management Company Seeking Loan in Bridgetown, Barbados

Financial services company, providing wealth management and investment advisory, having more than 10 clients.

Established From
Employees
Legal Entity
Reported Sales
Run Rate Sales
USD 3 million
EBITDA Margin
50 %
Industries
Local Time
7:22 AM Bridgetown
Listed By
Business Owner / Director
Status
Active
Overall Rating
Seeking Loan
USD 13 million for 5.0% annual interest, 10.0 years (Native Currency: BBD 25,000,000)
Reason: For working capital and to establish private equity and a trading platform.
Collateral Available: USD 13 million
Interested to connect with advisors
Name, Phone, Email
Available after connect
Business Name
Not disclosed
User Verification
Business Overview

- International financial services company providing a wide range of investment services and products with partners in Europe and across the Caribbean region.

- We provide wealth management and investment advisory services to professional and institutional clients including individual investors, qualified traders and wealth management firms. ​

- Our original commitment of providing independent advice and timely and efficient service to clients and institutions with a focus on global markets is more pertinent than ever in today’s environment.

- Have more than 10 clients.

- Our firm manages around 5 Million USD worth assets.

- Promoter has more than 6 years of experience in this business.

Products & Services Overview

Investment advisory and wealth management services.

Facilities Overview
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Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct.
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