Key Product Features
Fixed Income Investments
We’ll focus on getting the Fixed Income Investments sorted. That is, T-bills, GIS and interest-bearing products.
We’ll develop a maturity profile for cash and fixed interest in partnership with you. The profile will be structured in a way that it balances your cash liquidity needs while maximising the returns.
Detailed Investment and Liquidity Plan
We’ll work on a discretionary and non-discretionary basis to establish a detailed investment and liquidity plan, plus all settlement reporting. Our team will consider maturity buckets, cash needs and overall return targets. We’ve got you covered.
Allow your business to benefit from leveraging our market position, experience, processes and systems!
Frequently Asked Questions
What is Outsourced Treasury Management?
Outsourcing the management of money and financial risk in a business to a third party.
What is liquidity?
Liquidity refers to the ease of which an asset or security can be converted into cash.
What are the fees incurred by using this product?
Kina Wealth will charge an administration fee when using this service. The fee will cover all services from investment management, handling funds, record keeping, safe custody, reporting and all other administration requirements.
How do you qualify for this product?
You will need to have a minimum portfolio size of PGK500,000.