We bring over 80 years collective experience in Private Banking, Wealth Management and banking services.
• Wealth Management Services
• Investment solutions – open architecture
• Cash Management
• Equities
• Bonds
• Funds
• Private Lending
• Derivatives
• Structured Products
• IPOs/New issues
• Hedge Funds
• Metals and Commodities
• Access to securities lending and borrowing
• Off-shore company formation (through third party service providers)
• Management of accounts at any financial institution worldwide
• Online access to account
• Credit and Debit Cards (through third party service providers)
ADVISORY AND INVESTMENT SERVICES
Research and market information
• Market studies
• Company and instrument specific research and information
• Cash flow analysis
Loans and credit solutions
• Lombard loans
• Special credit structuring
• Individual credit solutions
• Bank guarantees
• Aviation finance
• Yacht financing
• Single-stock lending
• Mortgages
Independence on selection of providers
• Offshore centers
• Financial institutions
• Private Banks
• Asset Managers
• Brokers
• Lawyers
• Wealth Planners
• Legal and Tax Strategies (Tax lawyers / Tax Compliance)
• Relocation Services
• Fiduciary Services
Family Office Services
• Global Portfolio consolidation
• Holistic portfolio performance analysis
• Proactive market and investment advice and recommendations
• Access to Private Equity investment opportunities
• Concierge Services
• Succession Planning
• Family Governance Services
• Philanthropy
We have an extensive global and personal network of contacts that can be leveraged by our clients to develop business opportunities and solutions to their needs.