Hong Kong-based investment firm Panoramic has been appointed as the first Introducing Agent on behalf of Carax, Monaco.
In light of this Agreement, Panoramic will provide the investment market, focusing on the Southeast Asia region, with access to a new investment infrastructure from which clients can manage their money with increased levels of accountability and transparency.
Approved clients ranging from Individuals to Money Managers will be offered both the investment architecture and the option of managed portfolio solutions from a dedicated team of institutional traders.
Robert Formon, Managing Director at Panoramic, said: "We hope to contribute to the continued growth of the dynamic Asian marketplace by providing a transparent and efficient investment channel for investors and managers whilst still retaining Panoramic's principle – that the client must be the ultimate beneficiary of the investment process."
Highlights include lower charges that the investment platform offers its clientele, reducing the cost of investing with a competitive fee structure and no 'lock-in periods'. Panoramic has actively participated in lowering the minimum investment to the equivalent of US$100 000, thereby widening its appeal.
Carax are a Monaco based front-end broker-dealer providing execution, sales trading and advisory services to both large institutions and private clients. By offering the services of Carax, Panoramic will be offering its client’s personal attention and tailored services whilst retaining the benefits of a larger investment institution.
“We are delighted to have entered into this arrangement with Carax, it will provide unique opportunities for our clients to access a broad range of products from a superior investment platform, at a lower cost to the investor” said Peter Hatz, Director of Investment Architecture at Panoramic Hong Kong.
The investment architecture offers a broad access to Global Equity Markets, all Mutual Funds with an ISIN number, Exchange Traded Funds (ETF’s), Options and Derivatives and comprehensive Forex services.
The agreement with Carax Monaco, will allow Panoramic to build on its current client base, serving private and institutional clients in offering the investment architecture and advisory services to Trust Companies, Group and Corporate Pensions, Money Managers and Investment Advisory Groups with an emphasis on the Asia-Pacific region.
The investment platform offered by Panoramic is regulated under the Monegasque Monetary Authority (MMA) and licensed by the French CECEI to perform banking
operations in Monaco.
"We are well positioned to provide a flexible solution to client's current management and execution infrastructure, whilst governed under a secure legislative base, by tailoring our services to each client, rather than a one size fits all approach," said Ross Cornwall, Business Development Manager at Panoramic.
With secure online reporting and live portfolio price feeds, clients are able to view a comprehensive report of their portfolios, open positions and trading history. Panoramic firmly believe that by providing a transparent investment structure with a lower minimum investment, smaller investors can gain access to the best management and flexible investment instruments, at a reduced cost.
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