- Telephone: +263 8677179216/7 Email: info@wealthaccess.co.zw Working Hours: 08:00-17:00 Closed On Public Holidays
WealthAccess Advisory is a company that offers securities advisory and sponsoring broker services. The company was set up on the 24th of October 2019 and was duly licensed by the Securities and Exchange Commission on the 29 of April 2021. The company opened its doors to public on the 29 of April 2021 and is wholly owned by Wealth Access Securities (Pvt) Ltd.
Research services
WealthAccess Advisory offers tailor-made research solutions and information management requirements for its clients. The aim of our research unit is to become a one-stop information data bank for the investing public.
Some of the reports available from the WealthAccess Advisory Research Team’s wide array of offerings include:
• The Weekly Report
The report is produced weekly with information on financial markets performance, company news, forex markets, international equities markets, commodities markets, market outlook, stock picks and trading strategy.
• Tailor-made Research Note
This is an ad-hoc report on company results, policy statements, analyst briefings and Annual General Meetings. Company valuations and investment advice is also offered in the report. Such reports may be produced for specific client needs.
To that end, the research team is headed by a director with over 10 years of research experience and the other team members comprise of a CFI and a CFA student.
Advisory Services
The firm is made up of a team of experts who have, over the years, actively participated in the advisory market through the following services;
•Sponsoring Broker Services.
•Portfolio Management Services.
•Securities lending, and
•Research and Investments Advisory Services
•Debt and Capital raising-public listed companies (rights and bonus issues) and private companies
•Mergers and acquisitions
•Corporate finance
•Project finance
•Investment and corporate advisory
