• Wealth management

    We work closely with our clients to build, protect and manage their wealth – providing an extensive range of financial solutions and assisting them in making the right investment decisions

We understand the specific aspirations of our clients. Our relationship managers are experts in their field with a strong appreciation for alternative wealth strategies, backed by our research and local market knowledge. ​All of our processes are transparent and open, conforming to best practice principles of governance and regulation.

Our comprehensive wealth management services incorporate wealth structuring, banking services, and credit advisory and investment advisory. We design and build customised solutions to address a client’s particular goals. 

 

Private banking services

We provide private banking services, such as premium current and savings accounts, credit facilities, insurance and payment solutions. These are designed to consolidate all of our clients' banking and investment requirements into one account.

Specialised wealth management services

Our specialised wealth management services are comprehensive and include wealth structuring, estate planning, succession planning and philanthropy. We also offer a concierge and lifestyle management service, with features such as personal security services, private jet and yacht hire, access to private member clubs and more.

Portfolio investment advice

We offer portfolio investment advice, which is backed by a specialised portfolio adviser, together with access to all of our research expertise. Advice on other matters, such as insurance, is also provided.