Fintax GroupFintax Group

What Differentiates Us?

The Client Before All Else

It is a cornerstone of our service that we place our clients’ financial needs before any other consideration, with the objective of meeting their expectations of the financial outcome they desire. In an ideal world, we are most effective when we are privy to a client’s entire investment portfolio as this helps us ascertain the investment mix best suited to his/her requirements. We recognize that we do not have a monopoly on good ideas so are open to suggestions regardless of origin, (provided it is reputable) to meet our client’s objectives. At all times, client confidentiality is of paramount importance.

Less Local, More Global

Ahead of the relaxation of exchange controls, Anabel began travelling offshore to establish an international network to mirror her local one. Her objective was to ensure that Fintax clients would be in a position to invest to an international standard. These relationships are maintained by regular contact, including trips to London where the major asset management firms are head quartered, be they Western or Eastern in focus.

Relationships Are Key

Throughout the years that Fintax has been operating, we have created and sustained relationships both on and offshore. This has the benefit of providing us with high quality information ahead of others and giving us access to opportunities. Whenever appropriate, we use this to the advantage of our clients.

Our Staff

A key objective of Fintax is to provide a world class service to our clients. Our level of service is consistent throughout the experience; from the needs analysis conducted under the supervision of Anabel Mackie, to the implementation and ongoing monitoring by the Administration team. In an increasingly testing environment, clients are reassured to know that a team of dedicated and capable staff are double checking all their transactions to ensure accuracy.

Ahead Of The Game

When an opportunity presents itself or to answer to the needs of a client, Anabel Mackie can, and has, designed a solution to an international standard, ahead of the market. Recent examples include the asset swap products, now generic, which she designed when it became apparent that exchange controls would lift.

Tailor Made For Our Clients Needs

Throughout a lifetime, requirements and, consequently, priorities and objectives, change. Fintax understands this, and aims to design an investment solution for each client which has the flexibility to meet these changing circumstances over time.

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