Bespoke Wealth Managers
We manage investments for UHNW individuals and family offices providing them with global thinking, creative & secure solutions plus trusted second opinions so that they can be confident about their wealth.
Benefits
For UHNWI's:
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Wealth growth
Securing risk adjusted returns -
Second opinion
Unbiased, independent and fair -
Bespoke service
Adjusted to your needs, not to one's capacities
For CFOs:
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Global thinking
Access to worldwide capital markets -
Comfort
Clear and transparent explanation of your financial position -
Insights
Institutional level research, off-market opportunities
Your Advantages
We Are:
Not a bank
Banks work by standard procedures and can't impact your finances' structure.
We work on your side of the table, restructure your business and make decisions.
Not a broker
Brokers have an incentive to sell pre-defined products with higher commissions.
Not a fund
Funds are selling products and have got an incentive to promote them.
We provide a custom service.
Client profile
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Ticket Size:
from $5M
