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Stocks and Securities

Full company profile

uuid00hdnyv

Namestring
Stocks and Securities
Websiteurl
sslinvest.com
Company typeenum
Private
Founded yearint
1973
Short descriptiontext

Stocks and Securities is a privately held, Kingston-based financial services firm founded in 1973 offering investment advisory, brokerage, wealth management, and capital markets solutions to a mix of retail, high-net-worth, institutional, and corporate clients across its regional market.

Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersKingston, United Kingdom
HQ citystring
Kingston
HQ countrystring
United Kingdom
HQ regionstring
Europe
Markets served

Serves global market

Keyword5 values
investment advisory services, brokerage services, wealth management services, capital markets solutions, financial advisory firm
NAICS code3 codes
  • Portfolio Management and Investment Advice523940
  • Securities and Commodity Contracts Intermediation and Brokerage5231
  • Investment Banking and Securities Intermediation52315
SIC code2 codes
  • Security Brokers, Dealers & Flotation Companies6211
  • Investment Advice6282
Product category
Investment Advisory & Wealth Management
Social media profiles2 records
Cost components1 value
Personnel
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Stocks and Securities (SSL) is a financial services firm that provides investment advisory, brokerage, wealth management, and capital markets solutions to clients. Operating since 1973 from Kingston, United Kingdom, with 101-250 employees, the firm delivers a multi-line set of investment-related services spanning personal wealth management and capital-markets execution.

Differentiator
Functional benefit
Problem solved
Product and service4 records
1Investment Advisory
CategoryInvestment Advisory
Description

Advisory services providing investment guidance and recommendations to clients seeking professional direction on portfolio decisions.

2Brokerage
CategoryBrokerage Services
Description

Brokerage services facilitating the buying and selling of securities on behalf of clients.

3Wealth Management
CategoryWealth Management
Description

Wealth management services for clients requiring holistic management of financial assets, combining advisory, planning, and portfolio oversight.

4Capital Markets Solutions
CategoryCapital Markets
Description

Capital markets solutions supporting clients' access to and participation in capital markets activities, including related advisory and execution services.

No data
Peers10 records
1JMMB Group
TypeDirect peer
Description

Jamaica/Caribbean-headquartered financial group providing wealth management, brokerage, and investment advisory to retail and institutional clients in the same geography as SSL.

2Julius Baer
TypeBroad incumbent
Description

Global wealth manager with significant Caribbean/UK private wealth book. Comparable on serving international HNW clients, though at a much larger scale.

3RBC Wealth Management (Caribbean)
TypeBroad incumbent
Description

Global wealth manager with Caribbean operations offering investment advisory, brokerage, and wealth planning to HNW clients. Comparable on product set and regional client type, but with much broader resources.

4Sagicor Financial
TypeDirect peer
Description

Caribbean-rooted financial services group offering wealth management, brokerage, and capital markets solutions. Comparable on product mix and regional client base.

5Butterfield Group
TypeDirect peer
Description

Bermuda-based full-service wealth management, investment advisory, and brokerage firm with deep Caribbean/UK heritage. Directly comparable to SSL on services, client type (international HNW), and geographic positioning.

6First Citizens Investment Services
TypeDirect peer
Description

Caribbean-based wealth and brokerage arm of First Citizens, offering investment advisory and capital markets services to HNW and institutional clients regionally.

7Lombard Odier
TypeBroad incumbent
Description

Swiss private bank with strong Caribbean and UK wealth management presence serving international HNW clients. Comparable on cross-border wealth management positioning, though much larger.

8Scotia Investments (Scotia Group Jamaica)
TypeDirect peer
Description

Caribbean wealth/brokerage arm of Scotiabank offering investment advisory, brokerage, and capital markets in the same regional footprint as SSL.

9CI Financial (now CI Global Asset Management / Mariner Wealth Advisors expansion)
TypeBroad incumbent
Description

Wealth and investment management firm with Caribbean roots and growing international wealth platform. Comparable on advisor-led wealth management, though now a much larger global asset manager.

10Barclays Private Bank (Caribbean)
TypeBroad incumbent
Description

Private banking arm of Barclays serving Caribbean-based HNW clients with wealth advisory, brokerage, and capital markets solutions. Directly comparable product set with much larger institutional backing.

Market position
Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Stocks and Securities

Investment Advisory & Wealth Managementsslinvest.com

Stocks and Securities is a privately held, Kingston-based financial services firm founded in 1973 offering investment advisory, brokerage, wealth management, and capital markets solutions to a mix of retail, high-net-worth, institutional, and corporate clients across its regional market.

Stocks and Securities firmographics

Firmographics
Name
Stocks and Securities
Website
https://sslinvest.com
Company type
Private
Founded year
1973
Headcount range
101–250 employees
Short description
Stocks and Securities is a privately held, Kingston-based financial services firm founded in 1973 offering investment advisory, brokerage, wealth management, and capital markets solutions to a mix of retail, high-net-worth, institutional, and corporate clients across its regional market.
Ownership category
akta.pro rank

Where Stocks and Securities is headquartered

Location

Headquarters

HQ city
Kingston
HQ country
United Kingdom
HQ region
Europe

Markets served

Stocks and Securities business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel

Stocks and Securities product offering

Product offering

Core offering

Stocks and Securities (SSL) is a financial services firm that provides investment advisory, brokerage, wealth management, and capital markets solutions to clients. Operating since 1973 from Kingston, United Kingdom, with 101-250 employees, the firm delivers a multi-line set of investment-related services spanning personal wealth management and capital-markets execution.

Differentiator

Problem solved

Functional benefit

Products and services

  • Investment Advisory Advisory services providing investment guidance and recommendations to clients seeking professional direction on portfolio decisions.
  • Brokerage Brokerage services facilitating the buying and selling of securities on behalf of clients.
  • Wealth Management Wealth management services for clients requiring holistic management of financial assets, combining advisory, planning, and portfolio oversight.
  • Capital Markets Solutions Capital markets solutions supporting clients' access to and participation in capital markets activities, including related advisory and execution services.

Companies that use Stocks and Securities

Customer profile

Ideal customer profiles1 record

Stocks and Securities technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Stocks and Securities competitors and assessment

Company assessment

Direct peers

  • JMMB Group: Jamaica/Caribbean-headquartered financial group providing wealth management, brokerage, and investment advisory to retail and institutional clients in the same geography as SSL.
  • Sagicor Financial: Caribbean-rooted financial services group offering wealth management, brokerage, and capital markets solutions. Comparable on product mix and regional client base.
  • Butterfield Group: Bermuda-based full-service wealth management, investment advisory, and brokerage firm with deep Caribbean/UK heritage. Directly comparable to SSL on services, client type (international HNW), and geographic positioning.
  • First Citizens Investment Services: Caribbean-based wealth and brokerage arm of First Citizens, offering investment advisory and capital markets services to HNW and institutional clients regionally.
  • Scotia Investments (Scotia Group Jamaica): Caribbean wealth/brokerage arm of Scotiabank offering investment advisory, brokerage, and capital markets in the same regional footprint as SSL.

Broad incumbents

  • Julius Baer: Global wealth manager with significant Caribbean/UK private wealth book. Comparable on serving international HNW clients, though at a much larger scale.
  • RBC Wealth Management (Caribbean): Global wealth manager with Caribbean operations offering investment advisory, brokerage, and wealth planning to HNW clients. Comparable on product set and regional client type, but with much broader resources.
  • Lombard Odier: Swiss private bank with strong Caribbean and UK wealth management presence serving international HNW clients. Comparable on cross-border wealth management positioning, though much larger.
  • CI Financial (now CI Global Asset Management / Mariner Wealth Advisors expansion): Wealth and investment management firm with Caribbean roots and growing international wealth platform. Comparable on advisor-led wealth management, though now a much larger global asset manager.
  • Barclays Private Bank (Caribbean): Private banking arm of Barclays serving Caribbean-based HNW clients with wealth advisory, brokerage, and capital markets solutions. Directly comparable product set with much larger institutional backing.

Market position

Customer concentration

Stocks and Securities social profiles

Digital presence

Stocks and Securities financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Stocks and Securities leadership team

Management profile

Number of profiles

Stocks and Securities funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Stocks and Securities M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stocks and Securities

What does Stocks and Securities do?

Stocks and Securities (SSL) is a financial services firm that provides investment advisory, brokerage, wealth management, and capital markets solutions to clients. Operating since 1973 from Kingston, United Kingdom, with 101-250 employees, the firm delivers a multi-line set of investment-related services spanning personal wealth management and capital-markets execution.

When was Stocks and Securities founded?

Stocks and Securities was founded in 1973. It employs 101 to 250 people.

Where is Stocks and Securities based?

Stocks and Securities is headquartered in Kingston, United Kingdom, in the Europe region.

Who are Stocks and Securities's main competitors?

Direct peers on record are JMMB Group, Sagicor Financial, Butterfield Group, First Citizens Investment Services and Scotia Investments (Scotia Group Jamaica). Broad incumbents are Julius Baer, RBC Wealth Management (Caribbean), Lombard Odier, CI Financial (now CI Global Asset Management / Mariner Wealth Advisors expansion) and Barclays Private Bank (Caribbean).

Does Stocks and Securities have an API?

No public API is recorded for Stocks and Securities.

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BBCUsain Bolt: How Olympic champion lose ova $12.7m to fraudUsain Bolt lost over $12.7m to fraud, with the Jamaica Financial Services Commission investigating Stocks and Securities Limited. His lawyer said they will drag the firm to court if funds are not returned, while the firm cites a former employee.CBSSports.comUsain Bolt situation explained: Olympian fires business manager after losing $12.7M in alleged fraud schemeUsain Bolt lost over $12.7 million from his account with Jamaican firm Stocks and Securities Limited, with the FBI involved. The firm is under surveillance, and Bolt fired his business manager over the scandal. Jamaica's Financial Services Commission assumed temporary management of SSL.WLRNJamaica under scrutiny for fraud scandal that hit Usain BoltAn investigation into Jamaica's Stocks and Securities Limited, where $12.7 million belonging to Usain Bolt is missing, has sparked criticism and a resignation. The firm's manager allegedly defrauded clients, and Bolt's lawyers said they will take civil and criminal action if funds are not returned by next week.Al JazeeraJamaica’s Usain Bolt missing $12.7m in investment fraud caseLawyers for Usain Bolt say his account at Kingston-based Stocks and Securities Ltd is missing $12.7m, down from $12.8m to $12,000. They threaten civil and criminal action if funds are not returned within 10 days. The firm is under enhanced oversight while the Financial Services Commission investigates.CnnUsain Bolt missing $12.8 million from investment account in Jamaica, his lawyer saysLawyers for Usain Bolt say over $12.8 million is missing from his account with Jamaican firm Stocks & Securities Ltd, which is under investigation. The firm's former employee allegedly defrauded the account, and Jamaica's FSC took temporary management. Bolt's lawyer says he will consider legal action if funds are not recovered.FortuneOlympic legend Usain Bolt lost $12 million in savings to a scam. Only $12,000 remains in his accountJamaican sprinter Usain Bolt discovered $12 million missing from an account with Stocks and Securities, leaving only about $12,000. His lawyer said he will take the case to the Supreme Court if the money is not returned within eight days.EntrepreneurUsain Bolt Reportedly Lost Millions in $1.2 Billion Jamaican Wealth Management FraudUsain Bolt's assets were reportedly involved in a fraud scheme at Jamaican wealth management firm Stocks and Securities Limited, which lost over $1.2 billion. Bolt had invested about $10 million, and the firm is under investigation by the Financial Services Commission. It is unclear if clients will recover their funds.Al JazeeraJamaica launches fraud probe after Bolt reports millions missingJamaican financial authorities launched an investigation into Stocks & Securities, a private wealth management firm, after reports that eight-time Olympic gold medallist Usain Bolt may have lost millions to fraud. The Financial Services Commission placed the company under enhanced oversight while reviewing his portfolio.