| Widely acknowledged as the pioneer, realizing clients’ dreams by leveraging over 25 years of experience in the financial and over 100 years experience in the service sector |
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Our reputation for a strong client-centric focus, coupled with our wide spectrum of financial solutions, are the rudiments of our success. Viewing our clients as partners, working closely and continuously with them; we persistently re-invent our strategies, as we structure financing to anticipate and then realize their dreams as well as to supply their financial wants and needs.
We provide exclusive Wealth Management Services offering expert guidance in financial planning and wealth management and the services of accredited international analysts and financial planners. Leading Equity analysts – including the World Topper in Behavioral Finance Research (TBC) - supervise the portfolio prescriptions of our clients.
Our own portfolio covers the entire continuum, from small, privately-held entities to large multinationals, institutions and industries. |
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| Synergizing our strengths through Single Window Solutions |
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Our financial services conglomerate, TransCapital, was formed by the bringing together of several companies originally under the purview of Bartleet & Company.
In the uniquely advantageous position of being able to draw on the 25-year collective experience of these firms, as well as on over a hundred years of group service, Bartleet TransCapital is able to synergise – and maximize - the strengths of the individual companies through single window solutions. |
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| Exploiting growing opportunities in South Asia’s financial sector |
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| Sri Lanka’s financial health - natural and fiscal disasters notwithstanding – is good. We invite new local clients as well as global clients and strategic partners, to join us in our search for new ways to the creation of wealth. |
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| Some Firsts from the pioneering Financial Services Conglomerate |
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| The Bartleet Group entered Sri Lanka’s financial sector in 1977, when the Group began to diversify. A joint venture with Mecklai and Roy in 1981 saw the establishment of Sri Lanka’s first money broking company; followed by the incorporation of Bartleet Finance Ltd., offering fee and fund-based financial services, in 1983. In 1989, Bartleet Mallory Stockbrokers, one of the founding members of the Colombo Stock Exchange, was formed - and pioneered debt trading (DEX). Ceylon Asset Management, the first unit trust company to introduce index fund solutions and the Life Insurance Corporation (Lanka) Ltd., (a joint venture with LIC India, a pioneer excelling - and specializing - in life insurance), in 2003, marked successive steps in the conglomeration of the Group’s interests and influence in Sri Lanka finance. |
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| Scope of services for
high net worth individuals |
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Wealth-management |
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Financial planning |
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Debt restructuring |
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Multiplication of income |
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Organization of investments |
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Risk prevention |
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Effective Tax planning |
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Balancing investments |
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Mutual fund investment |
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Client-centric focus |
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New ideas - innovation |
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Enhanced offerings |
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Comprehensive solutions |
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Single Window Solutions |
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Pioneer financial services conglomerate |
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Pioneered wealth management services |
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| Scope of Corporate services |
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Fee-based |
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Corporate re-structuring |
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Financial intermediary services |
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Treasury Management – outsourced activities |
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Merchant banking activities |
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Advisory services |
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Investments |
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Equities & commodities |
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Systematic trading |
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Forex and foreign equities |
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Insurance Brokering Services |
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Fund-based |
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Sourcing of finance |
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Securitization |
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Strategic investments |
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