Wealth Management / Investment Services

Our services include:
  • Diagnosis of your overall financial situation
  • Defining the family’s investment objectives
  • Establishing risk profile and investment horizon
  • Global asset allocation and investment strategy
  • Evaluating non-registered securities
  • Administering and advising on banking relationships
  • Opening private bank accounts on behalf of the family
  • Discretionary and non-discretionary mandates
  • Managing Wealth across geographies

Wealth Planning Services

  • Structuring assets and investments to aid tax planning
  • Advice on ownership, management and distribution of assets
  • Privacy and wealth protection structures
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