Independent
Tailor-made financial advice to private clients onshore and offshore.
Architecture
Truly open architecture with access to the very best fund managers on a global basis.
Flexibility
Flexibility in choice of custodian.
Reports
Consolidated report of client’s financial and non-financial assets across jurisdictions, to help establish an accurate map of the patrimony.
Financial
Access to research from top financial institutions, to international markets and to a wide range of financial assets, as well as suitable unlisted investments.
Investment
Access to prospective investment banking, corporate finance, trade finance and lending opportunities.
Global solutions
Liaise with tax and inheritance planning experts to provide comprehensive global solutions.