Services - Advice
Principal of Curve Securities, Andrew Murray, has been involved with the financial markets for over 22-years, which includes the early 90's recession. His intimate comprehension of the yield curve, and familiarity with how various stimuli impact on it, place him in good stead to guide interest rate market participants through this unique period.
Informal phone based advice, is all part of the service Curve Securities offers its clients. There is no charge to discuss various investment strategies and explore how the yield curve might move in the future. Formal, tailored, written advice may be charged at a negotiated fee depending on the situation.
Curve Securities was not involved in placing over engineered investment products or CDOs. We do not therefore offer any advice or valuations on these products. We can, however, suggest a number of other institutions that may be able to assist you with your enquiries.
VALUATIONS – Curve Securities is able to offer you an independent valuation service for your portfolio where it consists of term deposits, bank bills, commercial paper, Government, Semi-Government or Corporate bonds and FRNs. We do not offer a valuation service on structured products and CDOs that are generally structured as a 'private placement' rather than a liquid market traded instrument.
Cost for the valuation service is based on the size of the portfolio but is significantly below what other service providers offer. We tailor the report to provide you with exactly the information you need rather than charging for unnecessary 'bells and whistles'.
