Whether you require a comprehensive wealth management solution for your own personal needs or you represent a corporation with global interests, every solution we offer is directed towards preserving and enhancing your wealth—or your company's assets—in an international environment.
To accomplish this, we offer you our global network of Relationships, Expertise and Choice:
Discover the priceless value of long-term relationships.
We begin by introducing you to a relationship manager who is your personal guide to all that we have to offer. He or she also serves as your team leader—coordinating the services and specialists required to implement the ideal solutions for you or your organization.
Our relationship managers come from many different cultural and linguistic backgrounds, and possess priceless, first-hand insights into key financial jurisdictions. This diversity is important because we need to develop a complete understanding of your unique circumstances to provide an integrated solution.
Benefit from a world of expertise.
Blending our broad global presence with deep local knowledge gives us the expertise required to provide efficient and flexible international wealth management solutions.
Working from over 30 offices around the world are some of the best and brightest financial experts, including banking specialists, investment advisors, portfolio managers, trust professionals, credit specialists, tax consultants and others. Our specialists have intimate knowledge of local laws and regulations—with many holding professional designations in law, accounting and investments.
We also have well-established relationships with leading independent legal and tax planning professionals who will work alongside your relationship manager and our specialists.
More choices equal more opportunities.
From international private banking to award-winning trust services1, we offer our private and corporate clients a truly comprehensive wealth management solution.
As an example, if you want help managing an investment portfolio, you can delegate all investment decisions to us—or remain involved in the day-to-day decisions and strategy. What's more, your investments can include our own products as well as those offered by top-tier external providers.
In addition, you can choose from several worldwide locations in which to establish your key relationship with us as well as the jurisdiction(s) where you want your assets to be held.
To find out more, please visit our section for:
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Are you ready for a remarkably different wealth management experience?
1 Euromoney 2008 Private Banking Survey: #1 provider of trust services in the UK.
