Our Services

These services are delivered to our clients in one of two ways:

Discretionary Portfolio Investment Account: In line with their Investment Policy Statement (IPS), investment decisions are made on behalf of the client based on their stated objectives.

Non-discretionary Portfolio Investment Account: We execute transactions on behalf our Non-discretionary clients, while making available all material information needed to ensure they meet their investment goals.

Marathon creates “bespoke” investment instruments to enable our clients achieve their defined objectives. Products such as the Marathon Term Fund (MATFUND), Marathon Treasury Bills Investment (MATIB) and Marathon Monthly Investment (MAMI) have all been created with the aim of meeting our clients’ individual needs.

We provide specialised services geared at helping clients achieve their long term objectives and needs while meeting their ongoing obligations.

We provide collective Investment opportunities through Schemes like:

- Mutual Funds
- Real Estate Investment Trusts (REITs)
- Exchange-Traded Funds (ETFs)
- Alternative Investments

The company provides access to high quality private investment opportunities via a fund structure or as co-investors.

At Marathon, we recognise that treasury management is critical to the daily functioning and long term success of any organization or corporation. As such, our services are designed to help you achieve maximum value from your cash operations while preserving capital, managing liquidity and reducing risk.

Our corporate cash specialists deliver a full range of cash management services. We provide access to:

- the full spectrum of cash management instruments and,
- customized short-duration portfolios that are managed to your specific investment guidelines, risk profile and liquidity needs.