Explore our Unit Trusts
Why Invest in a Unit Trust?
Private Wealth Management
We provide institutions and high-net-worth individuals with private wealth management services where we manage portfolios on their behalf.
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Experienced & Award Winning
Our investment committee consists of some of the most experienced and well-known names in capital market industry.
RECOGNIZED BY CFA
We have been recognized multiple times by the CFA Society Sri Lanka as one of the best unit trusts in the country.
What kind of investment strategy works for you?
Here are some capital allocation strategies we recommend. They're not definitive, so we encourage talking to our investment advisors to tailor them for you.
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The Vantage Point
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JB Financial is a licensed private investment management company in Sri Lanka since 2011, offering top-tier asset management services. With over a decade of experience, we've earned multiple awards for our Unit Trusts and adhere to industry best practices, including the CFA Institute's Asset Manager Code.
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