Toha.nz is an impact investment platform and global network for planet coolers. At the heart of Toha are Impact Pledges - digital contracts that record a commitment to take action and the data that proves it. We're building all the infrastructure so that Impact Pledges can be funded, measured, valued and traded.

SICAVsMANAGED PORTFOLIOSDiscretionary management service that provides a choice of a few actively-managed, risk-rated portfolios. Each portfolio invests in a wide range of investments (funds, shares and bonds) to ensure a spread of risk across the full range of asset classes. ADVISORY PORTFOLIOSDiscretionary investment management and administration service where the client makes the final decision on individual purchases and sales.

- Implement customized solutions, tailored to the changing needs of each respective client, in an effort to help clients achieve their financial goals

- Execution of private banking objectives in relation with the needs of high net worth individuals and their families.- Developing new and supporting existing client relationships.

- Make investment recommendations and provide portfolio management services.- Advise clients regarding investment strategies for equities, fixed income, foreign exchange as well as hedging strategies and alternative asset management classes.- Provide financial planning services to individual clients.- Maintain client relationships as well as prospects acquisitions.

- Show clients the use of information tools Reuters Wealth Management and Reuters Xtra 3000.

- Analyse balances.- Supervise of client accounts.