Your clients have unique financial aims and objectives. They may wish to preserve or enhance their existing wealth, or generate new wealth.
The best investment opportunities are only the best if they are best for you.
We offer a flexible range of wealth management services that can evolve with your clients through the different stages of their lives – all accessed via our innovative and award-winning Focus service.
What we offer:
Our discretionary investment strategies can be accessed through our segregated portfolios or through our group collective investment funds.
If segmentation of your business means you are looking for a multi-platform approach, we can offer the ideal high net worth private banking complement to your current investment platform.
The Focus service provides you with a wider choice of investments, in various currencies, than most demanding high net worth and sophisticated clients could expect.
Using Focus as your wealth management platform allows you to efficiently manage your clients’ money all in a simple, seamless, cost effective package, which will save you time and simplify your administration.
Tailored to suit your clients' needs