Once you’ve earned it, you’re supposed to let your money work for you. But that’s easier said than done. Where do you start? Which investments should you choose? What’s the right strategy for you? You have a vision for your financial future. It’s time to take action. Turn that vision into an achievable reality. Partner with us to plan your course of action.
We’ll help you identify your short-term and long-term goals. We will analyse your risks. Your current financial situation. Provide strategic recommendations and adjustments. In times of market stability and volatility, we give you industry knowledge. Experience. Insights. Objective advice. All to help you move the needle and make informed decisions. We provide guidance to help you reach your financial goals.
Wealth management is an investment advisory service for high net worth individuals.
How Does Wealth Management Work?
Wealth management combines both financial planning and specialised financial services, including personal retail banking services, estate planning, legal and tax advice, and investment management services.
The goal of wealth management is to sustain and grow long-term wealth
Our Wealth Planning Services
Life is no straight line. At every stage of your existence (remarriage, succession, business acquisition or sale, wealth transmission, retirement, etc.), our wealth advisors will analyse how your financial situation has evolved and recommend the strategy best suiting your short-, medium- and long-term needs.
Your journey begins with us knowing your unique priorities, needs and goals. According to your risk appetite and preferences, we may discuss and suggest bespoke solutions for your attention.
In a world where every piece of news can make markets shift, managing one’s investments can prove time-consuming and tricky. Our experts can drive you towards the investment opportunities best fitting your requirements, risk tolerance, performance goals and investment preferences. You will have access to a broad range of investment solutions, from the most standard to the most sophisticated. Our products and solutions cover all asset classes and investment themes.
Our advisors will meet with you, discuss your goals, and develop a customised plan to help you prepare for a comfortable retirement. If you own a business, we can also work with you to design a comprehensive business succession plan.
Our advisors will work with you and a lawyer to create an estate plan that supports your unique needs and personal wishes. We will help you understand how wills and trusts work and the difference between a power of attorney and a trustee.
Insurance Policy Management
It’s important to be prepared for the unexpected. Our advisors will help you choose the right life insurance policy to protect your assets and provide security for your loved ones.
When it comes to tax planning, we understand the importance of thinking strategically and holistically. We provide a well-rounded, tax-inclusive approach to tax
• Retirement Income Planning
• Education Funding
• Cash Flow Projections
• Life Insurance Adequacy
• Asset Allocation Strategy
• Portfolio Management
• Investor Education
• Evaluate Investments
• Tax Planning and Projections
• Tax Preparation
• Family Financial Services
• Gifting Strategies
• Retirement Plan Benefits
• Private foundations
• Donor-advised funds
• Plan to Accomplish Personal Goals
• Liaison with Client’s Other Advisors
• Estate Tax Minimisation and Projections
• Estate Tax Preparation and Reporting