Services
Everyone's financial story is unique, and we're here to meet you exactly where you are. Whether you’re just beginning to take control of your finances, planning for life’s next chapter, or seeking guidance to reach long-term goals, our services are designed with you in mind. So see below for what Ophir offers, and to learn more about how we can guide, support and empower you along the way.
Financial Literacy & Education
Terminology - Do financial market terms such as ABS, CCS, GICS and ISIN - plus organisational acronyms such as ABA, ANNA and BIS leave you confused?
If so, Ophir Consultancy has a teaching programme to assist in understanding terms used in the banking, asset management and investment spaces.
Capital Markets, Reference and Market Data - Have you ever wondered how the stock market works and the relevance of IPOs, Pricing, Corporate Actions and Custodians etc?
If so, Ophir Consultancy has a teaching programme to assist in understanding what they are, as well as their function in the capital markets and investment space.
BICs, IBAN, SEPA and
Cross-Border Payments
Banking & Payments - SWIFT Messages, FX and banking payments can be one of the most key areas of importance for many individuals and firms. However, few understand how payments work, and the roles that firms such as SWIFT and CLS play in the ecosystem.
So, do get in touch to understand Cross-border transactions, payment tracking (UETRs) and more.
IPOs, Project Funding and Proposals
Investments - Are you a company that is either raising funds or investor wanting to plough your funds into a new or existing venture, but are unsure about what is needed?
Having spent years working in the Capital Markets and with a traders and portfolio managers in company with $3bn AUM, Ophir Consultancy can assist with explaining and reviewing proposals, such as Credit Linked Notes (CLN), Credit Default Swaps (CDS) and Offering Documents etc.