Our wealth management service will see you have your own dedicated advisor, on-hand to help you plan your financials, to ensure you’re investing wisely. We’ll consult with you along the way, and draw up a bespoke financial strategy that is tailored to your needs and requirements. After all, you are unique, and so are your needs.

Our wealth management solutions

If you opt for our wealth management services, you’ll get to enjoy the following:

• Access to top rated private banks
• Discretionary fund management solutions
• Tax effective investing dependant on your own tax status and residency
• Pension and retirement wealth management
• Non-discretionary fund adviser service; advice on risk and asset allocation
• Active and passive investment management
• Multi-asset approaches
• Trade desk solutions
• Choice of portfolio modes: balanced, growth oriented, and aggressive