Services

Our Private Client service has been carefully designed to ensure that you receive the best possible advice to optimise your financial position at every stage of your life and thereby help you grow your wealth in accordance with your expectations and requirements.
Our Private Client Division is there to assist Clients who have already established Investment Capital which they wish to Protect & Grow to Outpace Inflation and Obtain Consistent Balanced Growth on Investment Capital.
There is no “Minimum” Level of Capital which determines whether Our Private Client Services are available to a New Client.
Clients that use our Private Client Services have the Benefits of Their Investment Portfolio being designed to comply with their Exact Requirements.
Clients have Access to Their Capital & Income from their Capital wherever they are located throughout The World whenever required, be it in Their Home Country or Offshore.
Private Clients often require us to effect the Opening of Private Bank Accounts and this is part of Our Private Client Services.
We are able to effect this, whether they require the account/s in Their Home Country or An International-Offshore Account

In order to enjoy both the Essential, as well as the Finer Things in Life in The Years Ahead you will need to build the Appropriate Financial Assets. The most effective way for most people to achieve this is Save & Invest Intelligently.
Protection of Capital is essential in sound investment management. All Client Monies are held by Third Party Custodians Internationally Recognised Banks & Insurance Groups. Whilst we provide a Comprehensive Range of Financial and Portfolio Management Services all Client Assets & Monies are held by Third Part Custodians providing an additional level of Transparency & Protection.

This will Ensure a Secure Future for You & Your Family

Our Portfolio Management Team work closely with the Our Financial Consultants and Clients to Ensure that The Portfolio of Assets Managed for Our Clients both Individual & Corporate take advantage of the Broad Range of Investments & Investment Funds available Globally.

• Wealth Management

• Maintaining and protecting

• Protection of Capital

Trust

Offshore trusts are normally created for the protection of assets, deferment or mitigation of tax, creation/maintaining anonymity and inheritance planning.
A Trust is a legal relationship created by means of a Trust Settlement or Agreement, which is evidenced by a written document and established under the Laws of the relevant jurisdiction.

Foundations

The foundation – a perfect instrument for asset protection.

The word foundation is generally automatically perceived as a charitable or non-profit making organization. In fact only a small percentage of all foundations are charitable. Most foundations are set up for the protection of the founders’ assets and as a tax benefit.