Berkeley
Capital Markets

Berkey Capital Markets

Unleashing Potential through Expertise and Innovation

Our commitment to innovation, excellence, and client-centric service ensures that we remain at the forefront of the financial industry.

Berkeley Financial is proud to introduce Berkeley Capital Markets, formerly known as Initial Merit Secure Ltd. Based in Cyprus, Berkeley Capital Markets is set to redefine excellence in the financial industry by providing sophisticated investment opportunities and specialized financial services. Our mission is to create world-class trading experiences for high-net-worth individuals (HNWIs) and institutional investors, offering them unparalleled opportunities for higher returns.

An exceptional financial services

Founded in 2011 and licensed by the Cyprus Securities and Exchange Commission (CySEC) in 2014, Berkeley Capital Markets has a rich history of delivering exceptional financial services. The transition from Initial Merit to Berkeley Capital Markets represents our commitment to leveraging Berkeley Financial’s extensive resources and expertise to enhance our service offerings and expand our market reach.

Berkeley Capital Markets offers a wide array of services designed to meet the sophisticated needs of our clients. Our capabilities include:

Berkeley Financial Capital Markets

Our Services

Investment Services

Our investment services are designed to provide clients with access to a broad range of financial instruments and strategies, including:

  • Reception and Transmission of Orders: Efficiently managing and executing client orders across various financial instruments to ensure optimal investment performance.
  • Execution of Orders on Behalf of Clients: Delivering precise execution of trades to maximize returns and minimize risks.

Ancillary Services

In addition to core investment services, Berkeley Capital Markets offers a suite of ancillary services to support your financial needs:

  • Safekeeping and Administration of Financial Instruments: Securely managing and safeguarding your financial assets, including custodianship and related services such as cash and collateral management.
  • Granting Credits or Loans: Providing credit facilities to facilitate transactions in financial instruments, enhancing your investment capabilities.
  • Foreign Exchange Services: Offering comprehensive FX services linked to investment activities, ensuring efficient currency management.
  • Investment Research and Financial Analysis: Delivering in-depth research and analysis to inform your investment decisions and strategies.

Strategic Focus

Berkeley Capital Markets is strategically focused on servicing the investment needs of sophisticated clients, including HNWIs and institutional investors. Our services are tailored to provide:

  • New Issue Offerings: Priority access to a wide array of new issue products at competitive prices, including agency/GSE bonds, certificates of deposit, corporate bonds, fixed-rate capital securities, structured products, and asset-backed securities.
  • Advanced Trading Platforms: Utilizing state-of-the-art platforms such as Bloomberg terminals and liquidity provider systems to execute client orders efficiently and accurately.

Market Expertise

Our market analysis and target market strategies are designed to cater to the specific needs of HNWIs and institutional clients across various regions, including North America, Europe, Asia, and Latin America. By leveraging our global network and local expertise, we provide our clients with unparalleled access to international markets and investment opportunities.

Berkeley Capital Markets is poised for significant growth and success, backed by Berkeley Financial’s robust support and strategic vision. We provide our clients with the tools and expertise needed to achieve their financial goals.

For more information about our services and how we can help you achieve your financial aspirations, please visit our website or contact us directly. Berkeley Capital Markets is your trusted partner in navigating the complexities of the global financial landscape.

Berkeley Our Commitment

Five Reasons to Choose
Berkeley Financial

OUR LOCATIONS

Our global presence ensures we are where you need us. With offices in major financial capitals around the world, Berkeley Financial offers seamless service across continents. Each office embodies our commitment to local expertise and international reach, providing you with exceptional service wherever you are.

Saint Lucia

Berkeley Bank & Trust offers a comprehensive suite of private banking services tailored to high-net-worth individuals and institutions, providing unparalleled financial solutions and expertise.

Stockholm

Tudor Trust Kommanditbolag specializes in estate planning and asset protection, delivering bespoke trust management services designed to preserve and enhance your wealth for future generations.

Comming Soon

Berkeley Financial will soon provide its world-class Private Banking Services. Stay Tuned!

Cyprus

Berkeley Financial will soon announce the forthcoming opening of our capital markets services, providing deep market insights and advanced strategies.

Madrid

Coming soon, a new subsidiary to provide securities brokerage and wealth management services, delivering personalized investment strategies to meet the sophisticated needs of our clients.

London

The Berkeley Financial Foundation is dedicated to making a positive impact through philanthropic initiatives, supporting community development and global sustainability projects

Ready to talk?

Whether you’re looking to enhance your portfolio or need detailed information on our services, our dedicated team is ready to assist you

Let’s Chat

Our interactive Chatbot is here 24/7 to guide you through any inquiries you may have about our services. It’s just another way we make Banking Upgraded.

This automated chatbot, powered by Open AI’s ChatGPT, is for informational purposes only and does not constitute an offer or solicitation for any financial instrument. All information is subject to change without notice and should not be considered as financial, investment, tax, or legal advice. Berkeley Financial is not responsible for any errors or omissions. For more information