Consolidating your assets
Wherever your assets are held, we offer an integrated solution that brings them all together in one multi-bank consolidation resource.
Our services
Comprehensive wealth planning
Our consolidation system encompasses all types of assets, from conventional investments (such as equities and bonds) to non-traditional assets (for example, real estate, artworks and cryptocurrencies). Having this comprehensive view eliminates potential cluster risks from your portfolio.
Customisable asset reporting
Our reports are a useful tool for strategic decision-making by listing your transactions and providing an accounting record of your securities holdings. Our reports can be fully customised to suit your requirements. Detailed yet streamlined, they will easily demystify complex situations.
Precise monitoring of strategy and access rights
We oversee your strategy, supervise the agents responsible for managing your portfolio and monitor its performance. With your agreement, members of your family may also participate. By controlling access rights, we can ensure full privacy of information.
Our customised solution
Independent, seasoned advice
Our many years of experience enables us to help you effectively manage your personal and real property wealth, supported by our team of financial, property and tax specialists.
Providing peace of mind for your family now and educating future generations
Our vision extends beyond the current generation. It is about supporting you for the long term. We involve your family members in the way your wealth is managed, according to each person’s needs.
Keeping information in one place
We offer storage and archiving for important items such as your insurance policies, original paperwork, passwords, confidential information, or whatever you’d like to keep safe with us.
Family office services
We help you and all your family members manage and administer your family wealth from a holistic perspective.
Discretionary investment mandates
By signing a discretionary investment agreement, you hand over the management of your investments to us.
Financial and retirement planning
Whether you’re employed or self-employed, financial planning and occupational pension provision are essential to protecting your assets and funding your retirement, or providing for your loved ones in the event of death or disability.
