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Investment Advisory

We are a team of professionals deliverying excellence

Investment Advisory

We deploy a holistic approach to managing your wealth. Our own advisors, together with a broad network of external experts, supports you to analyse your overall wealth situation. They create a comprehensive financial overview for you and your family or business, encompassing relevant wealth planning topics such as: financial planning: in-depth planning to help you achieve your financial goals

Meet your OAGM relationship manager who will work towards gaining a holistic understanding of your personal and financial objectives. Based on this solid fundament, you will be invited to follow one of OAGM investment strategies Fixed Income, Income, Balanced, Growth, or Capital Gain. Daily portfolio monitoring forms the basis for carefully selected, strategic investment recommendations, which your relationship manager communicates to you via your preferred channel. Some jurisdictions may offer an additional advisory mandate in which both your relationship manager and a specialised investment advisor oversee your investments for you.

Excellence

Commitment to delivery

When you think excellence, think Bullion. We are driven by a commitment to deliver the highest value every time and in every sector we dominate. The Bullion brand is one that represents extreme quality. From our staff to the services we render, we want you to have the best.

Grit

Our Resilient Journey

It has taken courage to get to where we are. With unending resolve and determination, we plan to be here for a very long time. We are built to be tough because our journey has been one of resilience.