AcrossGen Portfolio Management

Continuing our history: Our investment strategy is geared towards managing your assets proactively, as if they were our own.

Interested in our portfolio management service?

Our specialists are at your disposal for more information.

Investment strategy for our management mandate

Our investment strategy draws on our family history as established bankers and the business experience we have built through growing our bank. It is straightforward, transparent and respectful of our society and environment.

With your help, we will work to develop the investment strategy that's best for you. Your requirements, financial goals and risk profile are what matter most here. We continually monitor your portfolio to ensure that your investments meet your needs at all times. Our regular, detailed reports provide you with maximum transparency.

To meet our aims, we focus on:

Your benefits

We carefully select the best investment opportunities and match them with your personal situation, individual goals and risk preferences.




Any doubts?

Our specialists are at your disposal to discuss further details of portfolio management.


Do you prefer to make your own investment decisions?

For more involvement in the composition of your portfolio, go to the Investments section.

Value Added Tax
The Commonwealth of the Bahamas will be introducing Value Added Tax (VAT) at the rate of 10% on virtually all goods and services provided within the country.
Consequently our customers can expect to see this information together with our Tax Identification Number (TIN) appear on all statements, advices, confirmations and similar communications beginning in January, 2015.


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