Our unique and bespoke service utilizes technology driven methods that have the capability of analyzing the daily performance of over 25,000 funds worldwide at any one time.
Our first step is to back test any existing portfolio you may have to ensure it is in line with your risk appetite and desired growth or income. We will then optimize your existing portfolio or create a new portfolio in line with your risk profile and market conditions. This helps to ensure minimum downside and maximum upside growth is achieved. This is constantly monitored, reviewed and optimized in line with your investment objectives.
Private Banking Services
You need to look at whether you deem this account as an investment account or whether you are going to use it for day to day banking. Most accounts offer the normal facilities that you are used to from your onshore banks, such as visa cards, direct debits and standing orders. One of the key advantages is often being able to have multi-currency accounts and the ability to switch your savings from one currency to another. Whilst this can be beneficial you also need to consider the risk of moving money within the currency markets.
We partner companies that are looking for much-needed Growth Capital to assist in taking their companies to the forefront of their market. Focusing on companies that have a strong management team and total commitment to succeed, we give them the tools and finances to allow them to flourish, grow and meet their objectives that, without such capital, they would be unable to achieve.
We have a long history in aiding such companies and, over the years we have helped to develop and assist in the growth of many companies over a wide range of industries, products and services; thus helping these companies achieve the levels of growth required by their original investors.
Retirement planning involves calculating what level of income is likely to be required at a specific date in the future and the sum of money that will be necessary in order to provide this income. It is advised that 2/3 of present income should be considered as a reasonable level of income during retirement years.
Savings & Investments
It's a known fact that leaving your money in the bank these days will yield very little return and in fact your hard earned savings are often being corroded by inflation. Whether you are looking for a short term deposit account or a medium to long term regular savings plan, we can help make sure that your money is working for you. Alternatively, our Retail Banking division has access to all key indexes and markets with sector and analyst coverage 24/7. If you are looking to diversify your current portfolio or to start building one for your future, our advisors will be able to offer you the right advice along with the correct path to financial security on the Global Markets.
Inheritance Tax Planning
It is extremely important when you reach a certain age or a certain level of wealth to consider your options in terms of protecting your beneficiaries and your estate. People are often confused by inheritance tax, especially if your country of residence has no such thing as inheritance tax. It is not down to your residence or even what passport you hold, instead down to where you are domiciled or in some cases where your father is/was domiciled.
The concept of "Trusts" dates back to medieval law, a trust is a legal agreement holding assets governed by a document of law known as a "trust deed".