Wealth Management

Our investment process

In-depth assessment of your preferences and financial situation.
Analysis of your risk tolerance and goals.
Thorough selection process of the best investment products from a vast universe of available securities.
You can monitor your portfolio online 24/7.
Quarterly online statements of holdings.
Book an Appointment
Consolidate your portfolio.
Transfer your assets to MeDirect.
Having all your investments in one place gives you more control. Transferring these assets to MeDirect is easy, quick and efficient. By reimbursing our clientele of their third party transfer payments, and with no custody fees, it is a no brainer. Get in touch with us today and consolidate your portfolio.

Have any questions
about wealth management?

How do I open an Investment Account?
You can open an Investment Account by visiting one of our branches. We will assist you with the Investment Account opening process, which consists of submitting an Investment Account application form, an official identification document (ID card or passport) as well as a proof of address (recent utility bill or bank statement).
If you are unable to visit one of our branches, you can also open an Investment Account online by clicking on Open an Account from our website.
Once you fill in the online account application form you need to log in to your account using the details provided via email, upload an official identification document (ID card or passport) as well as a proof of address (recent utility bill or bank statement) on the dashboard and make a first payment of any amount to your Investment Account.
If you already hold an account with MeDirect opening additional accounts is quick and easy. You will just need to Log In to your account, click on Open an account and follow the steps indicated on screen.
What is a Model Portfolio?
A Model Portfolio is a basket of mutual funds. By investing in a Model Portfolio, you spread your investment over a selection of funds, which helps to mitigate the overall risk of your portfolio. This enables you to invest your money efficiently and diversify your portfolio at one go.
Does MeDirect offer investment advice?
Our qualified team of investment advisors can help you reach your financial goals by making sound investment decisions. Give us a call on (+356) 2557 4400 to book an appointment or visit one of our branches, and we will help you get the most out of your money.