Based on an understanding of your personal needs, a team of dedicated specialists will work with you to deliver integrated solutions for all areas of your wealth plan.
Our views and global network allow us to identify opportunities in the complex financial markets. Your level of engagement can be brokerage, discretionary or a combination based on your preference.
We help our clients develop wealth strategies aligned to their personal vision, such as providing for the next generation, changing country of residence or supporting a cause they are passionate about.
We provide guidance on effective balance sheet management, with an emphasis on structuring large and complex loans. Our range of solutions includes lines of credit, as well as art, aircraft and wealth transfer financing.