Services

One of our key areas of expertise is assisting institutions in managing their funds and schemes. Shield makes effective use of our fund administration software to manage multiple portfolios for our clients. Employer-sponsored schemes, mutual funds, welfare schemes, and credit unions all demand the highest standards of data management and protection, fund accounting, and best practices to deliver to beneficiaries, which is exactly what we provide our clients.

As a certified corporate trustee, we serve as independent trustees for employer-sponsored plans, allowing us to secure the registration of our clients’ pension schemes and the nomination of third-party service providers. We may also assist our clients with the creation and management of their investment policy declarations and internal controls procedures.

We offer cutting-edge pension advising services to both corporations and individuals. Our capabilities cover both defined benefits and defined contribution plans. As pensions consultants, our first step is to identify each client’s individual goals and then suggest tailored solutions to address those objectives in an efficient, cost-effective, and sustainable manner.