We offer advisory mandates. We suggest – you decide. We offer discretionary mandates: We manage for you – you monitor.
We are a licensed, regulated and independent Asset Manager. We offer advisory and discretionary mandates. Our clients are mainly High Net Worth Individuals who seek an alternative to their own existing banking solutions.
-Structured Solutions: According to your individual needs – be it for your personal wealth planning or your companies’ strategic focus – we provide you with a tailor made solution.
We structure solutions for medium to long term investments. We provide alternatives for inheritance planning. We have a global approach.
Asset Protector Strategy
The Asset Protection Strategy is designed for those clients who wish to more fully protect themselves and their family’s future inheritance. It is for those who have worked hard to create wealth, even if most of that wealth is in their home. It is specifically designed for those clients who wish to ensure that the wealth they have created is protected as fully as possible now but for the future generations to come. The Strategy uses a tried & tested combination of Insurance Policies , Trusts and Powers of Attorney to cover the most common threats to the asset base that most of us hold these days.