our services / wealth management / service suite
Service Suite
Whether our clients are based in the country or abroad, we understand the internationally mobile high net worth client requires best-of-breed asset protection solutions.
Tailored Wealth Management Solutions
We build your investment portfolio to be able to withstand volatility and shocks with robust risk management and compliance mechanisms.
Managed Investment Services
- Global investment advice, insight, and personal investment services.
- Turn your investment goals into reality with our comprehensive Investment services and advice
- Local and International investment expertise tailored to your needs.
Offshore Investment Management Service
- Access to the world’s leading companies and Fund Managers.
- Global diversification of Portfolio.
- Trade shares and other securities in the US, UK, Europe, Canada, and other world leading stock exchanges easily.
International and Offshore Wealth Structuring
Wealth structuring can often be the single most important service we provide to our clients and involves the creation of an efficient framework for asset management. It is imperative to have the right strategy from the outset and we provide objectivity where often there are emotional decisions to be made. It is also important to note that every case is different in its simplicity or complexity.
Whether our clients are based in the country or abroad, we understand the internationally mobile high net worth client requires best-of-breed asset protection solutions to cater to their international needs when it comes to estate planning, wealth transfer and structuring ownership.
What types of services are included? At a broader level we can assist you on:
- Implementing wealth transfer strategies
- Sourcing external specialist tax and legal advisors in respect of the intended structures
- Trade shares and other securities in the US, UK, Europe, Canada, and other world leading stock exchanges easily.
Working with you and your external advisors in:
- Global asset ownership, succession, and estate planning
- Remittance planning in relation to emigration and immigration
- Philanthropy planning
Retirement/Legacy Investments
- Our Wealth Management and Investment offers you the scale, International reach, and depth of investment expertise, globally and locally to meet your specific retirement and legacy needs in this ever-changing environment.
- Retirement investments are backed by an investment approach that is rigorous, disciplined and integrates a global investment house view.
Explore Our Additional Capital Market Services
Unlock key opportunities in the debt and equity markets.
