Our Corporate Finance practice has built expertise and a track record of experience spanning over 10 years in the areas of structured finance, corporate restructuring, M&A advisory, private placement, and rights issues among others. We also offer accounting & payroll services, along with company administration and HR services.
Providence Advisors assist with the establishment of Investment Policy Statements and setting asset allocation policies and objectives. We prepare quarterly portfolio valuations for our clients and a comprehensive financial analysis of investment opportunities.
Providence Advisors Limited offer Financial Planning services which play a crucial role in your personal life. A Financial Planner/ Consultant can help you choose the right level of advice and service based on your goals, and connect you to specialists when you have more complex planning and financial needs, such as trust, estate, and fixed income.
Investing can be complicated so it is important that you ask all the questions you want, and we will answer them in plain English. Your financial advisor is your long-term financial partner and you have important goals, and you need an advocate – someone who listens and really understands what’s important to you. We believe that’s the best way to develop a personalized financial strategy.
Discretionary Portfolio Management
Discretionary Portfolio Management (DPM) services are provided to High Net Worth Individuals through our dedicated team of relationship managers who make investment decisions on behalf of the client after establishing the client’s risk profile, investment objectives, and tax considerations.
Private & Public Pension Fund
Providence administers Defined Benefit Plans, Defined Contribution Plans and Saving Plans. We offer daily administration of the pension plan, formulation of plan rules, design and continuing development of the plan. We liaise with Investment Managers to ensure investment constraints are being adhered to on behalf of our clients.