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What We Do

We provide access to the best in class multi-banking platform and conduct a comprehensive analysis of your objectives & constraints before offering the right private banking & wealth management platform to suit your needs and profile

Investment advisory

We first develop an investment policy statement based on your risk and return objectives as well as constraints.

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Arranging financial products

Our open architecture approach allows us to offer the best in class solutions across all asset classes.

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Arranging custody

We provide custody arrangement services based on the need and choice of your jurisdiction.

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Arranging Credit

We provide a range of services related to arranging and advising on credit. We negotiate very fine cost of leverage based on our total relationship with the banks rather than individual client relationship.

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Managing Assests

The firm manages assets on behalf of the client by allocation to a discretionary portfolio which is established based on the client's circumstances, attitude to risk, and objectives.

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Other activities

We advise on establishing foundation structures for asset protection and wealth preservation through trusts, universal life insurance, legacy and estate planning.

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