Our Process
In a world where everything you knew yesterday has changed today, your pursuit of achieving, growing and protecting your wealth may be challenging. NCB Capital Markets assures you - it is not as difficult as you think.
Know Where You Want to Go
Your journey to wealth begins with knowing where you want to go and establishing the best route to get you there. Building an effecftive plan ensures that you complete your journey successfully by considering your goals, time frame for achievement and the risk you are willing to take.
Putting it All Together
An NCB Capital Wealth Advisor is that guide which ensures that you have the most accurate, timely market information to chart the right course. This advice reflects an intimate knowledge of financial markets, portfolio management and financial planning, helping you build a portfolio that maximises your returns.
Finding the Right Investments for Your Goals
Short Term (up to 2 years) - Use for emergency funds, school fees, utility expenses, rent.
- Repurchase Agreements - JAD, USD, EUR, CAD and GBP
- Treasury Bills - Jamaican Dollars
Medium term (2 to 5 years) - Use for purchasing your car or for going back to university.
- Repurchase Agreements - JAD, USD, EUR, CAD and GBP
- Treasury Bills - Jamaican Dollars
- Equities - JSE and CI mutual funds
Long term (5 years or more) - Use for real estate, child's education or retirement.
- Equities - JSE and CI mutual funds
- Global Bonds - JAD, USD, EUR, CAD and GBP
- Local Bonds - Jamaican and US Dollars
Through our wealth management process, you and your NCB Capital Markets’ Wealth Advisor will develop a customized financial plan based on your goals and financial situation.