Synergy public markets services

Premium access to markets

At no cost except third party cost, Synergy team, through its global network, can provide access to its corporate and UHNW clients to global and local stock exchanges and provide advisory services.

Portfolio optimization

Through State of Art scientific models, Synergy team can provide advise on the best tools / hedging instruments to provide the maximum risk adjusted Return.

Equity Strategy

Given Synergy Executive team hands on experience in public equities, Synergy can provide a detailed equity strategy for clients to execute and provide regular review.

Equity research

Synergy team can provide customized equity research to its corporate and UHNW Clients.

Disclaimer & Warning

Synergy doesn’t manage funds on behalf of clients nor it is authorized to receive funds, however, Synergy team can provide advisory services ONLY

For the safety of clients’ funds, should a client wishes to access public local and / or global stock exchanges, a client is introduced to trusted regulated brokers from Synergy network and opens an account under their name. Synergy team doesn’t accept access to client accounts. However and as mentioned above, Synergy team can provide advisory services only