Our Wealth management service is a one stop and comprehensive service, providing banking, insurance, investments, structure, tax, accounting, family office, and succession planning to our clients. We recognize that clients have individual goals and through careful planning and sound advice we aim to secure our clients wealth, and grow it, for the current and future generations.
Our medium to high net-worth client bank comprises of non-UK residents as well as UK residents looking to benefit from offshore planning and management of assets. The range of services provided includes:
- Banking - Facilitating account opening with international banks and management of the accounts
- Insurance - Advise on and arrangement of various insurance cover such as Life, Critical Illness and Endowments for savings.
- Investments - Advice, planning and effecting investments across the different assets classes i.e cash, bonds, equities and property.
- Taxation of Trusts and Offshore Companies - International tax planning including non-domiciliary and use of structures such as offshore companies and trusts.
- Estate and asset planning - Assist with Trusts and Wills for succession planning