Products & Services

Equity Trading
Carter Sinclair is a global equities trading firm serving the needs of our individual and institutional investors with the best possible executions and value-added research. Not only do we have a number of investment management offerings which can be tailored to each client’s needs, but we are constantly on the lookout for new investment strategies which we are able to offer our clients.

Private Equity
Carter Sinclair is also engaged in private equity fundraising by raising capital for private equity from both retail and institutional investors. We provide the full spectrum of private equity funding, using an industry-focused knowledge-driven approach, backed by our renowned equity research team.

Hedge Funds
Carter Sinclair is able to take more speculative positions in derivative securities such as options and has the ability to short-sell stocks. This typically increases the leverage---and thus the risk---of the funds. It also means that it is possible to make money for our clients when the market is falling.

Fixed Income
Carter Sinclair is able to arrange investments that provide a return in the form of fixed payments and the eventual return of principal at maturity which we buy and sell on behalf of our clients.

Services
We are committed to providing clients with both the highest level of service and integrated solutions to meet either their corporate objectives or individual financial planning needs.

The management of your personal and professional assets requires a high degree of skills and service quality. Only a lasting relationship based on the highest level of professionalism can provide you with services in a climate of confidence and discretion.

We help you choose your investments, and then our experienced team of specialists constantly monitor the evolution of the market and portfolio performance.