About Us

About ZEL Trading

At ZEL Trading our aim is to combine our vast knowledge and experience to become our client’s long-term partner and trusted advisor. This can only be achieved by ensuring we realise our client’s financial goals and deliver on our promises, giving them a financial peace of mind and allowing them to focus on the things that are most important to them.

Comprehensive and Focused

Our strategy necessitates developing an in-depth knowledge of not just your investments, but of your overall financial landscape. It’s this 360° perspective that enables us to determine how all the strategies and financial choices will impact each other, from income tax to trusts to varieties of income and timing associated with distributions. However, that in depth understanding is simply the initial step; a team of professionals with knowledge of the financial disciplines most suitable for your family’s distinct circumstances is essential to turn this understanding into clear, practical advice.

A Firm Base for Our Partnership

ZEL Trading provides custom wealth management and investment solutions globally to a broad range of individuals including: executives, professionals, business owners and inheritors of wealth. Delivering the best service possible demands creating an in-depth picture of your wealth and financial blueprint. It necessitates a substantial commitment of time on our part as well as yours, consequently, we can naturally establish the expectations we have of one another over the following years. This is critical for a long and satisfying partnership, and the basis for an extremely high degree of client service.

A Team of Experts and Professionals From all Walks of the Financial World

All ZEL Trading client’s benefit from our diverse set of experts that bring unique skillsets to the team. Financial Analyser, Insurance Professional, Property Consultant, Financial Advisor, Venture Capital Analyst to name but a few. All teams are created with the client’s requirements as the primary goal. The consequence: whether advising individuals on the next investment or aiding a client’s family office-those full-time team members are focused exclusively towards the administration and growth of your wealth, your team understands and values the related dynamics of every recommendation we make.

Why Choose an Independent Boutique Wealth Management and Investment Firm?

Since our inception in 1998, ZEL Trading is proud to have remained a staunchly independent boutique wealth management and investment firm that has provided its clients with a service we believe can only be provided be a firm that puts its clients’ interests first, above any loyalties to any other financial allegiances.
Our personalized approach is more in depth and thorough when compared with competing firms and is exclusively developed to enable us to be familiar with each client independently, assessing what their goals are financially, and what precisely they desire their legacy to be. Every single specific family vision is the window through which we look to fully understand the concerns and possibilities our clients encounter, and guides all of the advice we offer.
Based upon our extensive knowledge within the financial marketplace, we recognize there are various aspects to take into consideration when deciding on a suitable wealth management and investment firm and continuous shifts in the sector have made this choice much more demanding. To help with this process, we’ve laid out a few reasons clients have chosen ZEL Trading’s boutique expertise over other firms:

Concierge Service

The employees associated with boutique firms tend to be in a position to deliver a more personalised client experience since they’re not restrained by bureaucracy and corporate hierarchies that can be found at much larger firms. Decisions can be accomplished swiftly and diligently making sure that the client’s needs are being fulfilled.

By preserving a low client-to-staff ratio which never goes above 30 clients to one ZEL Trading representative, we can dedicate a substantial amount of time, thought and focus to every single one of our clients. Our size also gives us the chance to be nimbler in our decision-making, and agile with our solutions to client’s needs.

Independent Advice

Since ZEL Trading’s inception, preserving an individualise and constant client experience has been a primary aim for us. We are not tied to any specific products or associations, which allows us to provide financial guidance that is impartial and independent.

Specialist Team

Boutique firms typically have advisors with specific areas of expertise which enables the creation of specialise teams to better serve their clients. The same as every player within a sports team has a particular skill set, a diverse wealth management and investment team operates harmoniously to accomplish a collective goal.

Our firm is made up of highly skilled professionals with broad array of skills throughout the financial sector. We’re also invested in continuous training of our team members who routinely attend conventions, workshops and courses to help broaden our depth of expertise.

At ZEL Trading, our satisfaction only comes when our clients accomplish their objectives, and can concentrate on the things they care most about in their lives. Immediately after their financial blueprint is implemented, our clients are given advice that is recommended to reach their distinct goals. The advancement toward our client’s financial blueprint is defined by our strategy for making things straightforward and laser-focused on each individual client’s unique goals. This focus is the reason why we started our firm and exactly how we continue to serve our clients through life’s choppy seas.

Our Team

To uncover the intricacies associated with your wealth and investment objectives, every ZEL Trading client team possesses, at least, a wealth advisor, an investment analyst, a specialized client service consultant and a planning consultant. Performing collectively to uncover the consequences every choice has on your overall financial circumstances and outlook. Our professionals never think twice of calling on the specialist knowledge of further team members when necessary.