Wealth Management

Before we manage anything, we find everything.

Most portfolios were not built — they accumulated. A broker here, a legacy position there, an account opened for one transaction a decade ago. The work starts with an inventory, not with a recommendation.

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The mandate

What you bring, and what we build around it.

Two overlapping funds you pay twice for. A structure that was correct in one jurisdiction and is dead weight in the next. A currency exposure taken twice because two people took it separately. None of that shows up until somebody lays the whole thing on one table.

What you bring

Existing equity portfolios, held anywhere
Treasuries, sovereign and corporate fixed income
Positions held at other banks and brokers
Operating-company holdings and real assets
Structures that no longer do what they were built for

What you receive

A constructed portfolio with a stated mandate and risk frame
Access to asset classes an equity book cannot reach
Consolidated reporting across every custodian, not only ours
Succession and family structures built around the holdings
One relationship manager accountable for all of it

Continuity

The portfolio is the easy part. The transfer is not.

Most family capital is not lost in the market. It is lost at the transition — through structures that were correct in one jurisdiction and void in the next, through heirs who were never brought into the room, and through liquidity that was never planned for the moment it was actually needed.

We build the holding structure and the succession architecture as one piece of work, not two. Where a jurisdiction requires local counsel or a licensed trustee, we appoint and supervise them.

Holding and succession structures
Next-generation preparation and family governance
Liquidity planning for transfer events
Coordination with your existing counsel and tax advisers

Discretion of mandate

Advisory or discretionary. The choice is yours, and it is reversible.

Advisory

You retain every decision. We construct, present and argue the case; nothing moves without your instruction.

Client decides

Discretionary

You set the mandate and the constraints. We execute within them and report against them.

We decide, within mandate

Structured lending

Liquidity raised against the portfolio and against real assets, without forcing a sale at the wrong moment.

Secured facility

Consolidated reporting

A single position, performance and exposure view across every institution you hold with.

All custodians

Start with one conversation.

Tell us what you hold today and what you want it to do. A partner reads it and replies personally, usually within two business days.

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