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Dynamic Investment Banking Solutions

Explore a diverse range of technical tools and immerse yourself in global markets.

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Investment Banking

Empower your portfolio with a dynamic, real-time solution designed to adapt seamlessly. Tailor our application in countless ways to align perfectly with your workflow. Develop a variety of risk management or idea-generation tools effortlessly, without the need for coding expertise or additional resources.
Stone Investment Banking aims to deliver robust, long-term results for a global and varied clientele, including governments, institutions, corporations, advisors, and individual investors. Our offerings encompass an extensive selection of alternative investments, active portfolio strategies, tailored solutions, sustainability-focused expertise, and tax-efficient management approaches.


Investment Portfolios

Sharesight provides a comprehensive reporting suite crafted specifically by investors to cater to investors' needs. This suite equips you with the essential tools to assess your portfolio's performance, analyze its diversity, and make more informed investment decisions now and in the future.

Exchange trade funds

Evaluate the performance of your investments across as many as five distinct or combined time periods using the Multi-Period Report. Analyze your portfolio's capital gains, payout gains, and currency gains expressed in either percentage or monetary terms over the selected durations.

Asset Management

Monitor your asset allocation and assess your portfolio diversity using the Diversity Report, whether based on FACTSET investment classifications or your own custom groupings. This tool simplifies rebalancing your portfolio to align with your target asset allocation.

Mutual Funds

Streamline operations and boost efficiency by prioritizing revenue-generating activities and enhancing customer experiences. Minimize time spent on tax administration with a flexible, free from long-term commitments or hidden costs.

Financial Advisors

Integrate your clients' portfolio data with our system to seamlessly import details of share transactions, including purchases, sales, and dividends, in real-time. This integration ensures full transparency over investment holdings and simplifies portfolio reconciliation with bank statements, eliminating the hassle of manual paperwork. Additionally, your clients can take advantage of Xero data being showcased in our portfolio, offering a consolidated view of their financial position, including bank balances, term deposits, and cash investments.

Stocks

Use the Performance Report to analyze how capital gains, dividends, and currency fluctuations affect your portfolio. Evaluate your performance across various preset and customizable dimensions such as country, market, industry, and more. Compare the outcomes of different investments within your portfolio while utilizing custom labels to refine and filter the report further.

About us

Stone Investment Banking is dedicated to mobilizing capital to support governments, corporations, institutions, and individuals globally in reaching their financial aspirations. With over 45 years of experience, the firm has built a solid reputation for leveraging innovative strategies to tackle complex challenges that remain unparalleled in many respects. As a longstanding leader in a constantly evolving financial industry, Stone Investment Banking continues to push boundaries, offering strategic advice, exceptional service, and new opportunities to its clients. The firm's commitment to excellence and first-rate service is underpinned by five core values: prioritizing clients, acting with integrity, fostering innovation through exceptional ideas, embracing diversity and inclusion, and contributing to the community. These principles guide the efforts of over 73,000 employees across 1,200 offices in 41 countries. 

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41 Countries
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45 years of experience 
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1,200 offices
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Customized financial guidance from reliable professionals Partnering with our advisors means receiving a personalized financial strategy and an investment portfolio tailored to your specific goals, all supported by the expertise of Stone Investment Banking. Schedule your complimentary, one-on-one investment consultation by connecting with Stone Investment Banking representative. Our team is available Monday through Friday from 9 AM to 5 PM ET.

Call us today at +01 339 234 7992 or complete a form, and we’ll reach out to you.

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Stone Investment

Contact Our Team

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PORTFOLIOS

A tailored plan and portfolio designed to align with your financial objectives

Financial planning Partner directly with an advisor who takes the time to understand you, your family, and your aspirations to create a tailored financial strategy. Having a broad selection of investments with access to an extensive array of investment options, our advisors can guide you in selecting those best suited to your needs. Retirement planning Our advisors are equipped to craft a practical plan aligned with your retirement goals and support you through any life transitions along the way. Comprehensive approach Streamline your banking, investing, and borrowing needs, with effortless money transfers.

Collaborate with a team of advisors through video or phone consultations Access expertly designed portfolios tailored to your objectives Benefit from continuous financial guidance. Partner one-on-one with a dedicated local advisor Develop a personalized investment strategy Receive comprehensive financial advice and strategic support without limits

Call us today at +01 339 234 7992 or complete a form, and we’ll reach out to you.

Contact us +01 339 234 7992
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Contact Us Today

Our Address
100 Oliver Street Boston, MA 02110
Reach us by phone
Email Us

Reach out to us for inquiries, support, or to schedule a consultation.