For individuals and families with extraordinary wealth and complex needs, it is important to integrate investment advice with expert and timely wealth and estate planning solutions. Often such families turn to us for help as they find the prospect of managing and coordinating their affairs with a number of overwhelming choices. True to our independent and open architecture approach, we make available relevant expertise on such matters through references to our carefully selected panel of professional providers of estate and wealth planners. We walk the extra mile by acting as primary coordinators for our clients’ financial affairs and provide them with the necessary resources and support they need.

Wealth creation

You are putting hard work and complete dedication to make your dreams come true but sometimes it isn’t enough to accumulate the wealth. Whether you are aiming to start your own company or plan early retirement, you can rely on our wealth advisory expertise to find the best possible investment strategy to grow your wealth over the long term.

Wealth preservation

You have spent many years carefully building your wealth, it is only natural that you would like to ensure its longevity. Our investment specialists can help you define an investment strategy that complements your investment profile and help you to preserve your wealth for the next generation or your future endeavors.

Wealth consumption

Whether your wealth has been inherited or carefully accumulated over the years, spending it wisely will help to ensure its longevity. Our investment and wealth planning specialists can help you define a strategy for your wealth consumption, enabling you to use your wealth effectively.

Wealth transfer

The wealth you have accumulated over the years is an incredibly valuable asset. It is only natural that you would like to ensure it is properly passed on to the next generation. We are here to help you define a solution that enables you to successfully transfer your assets, according to your personal wishes.

Further information

Are you interested in learning more about how we can support you? Our dedicated Relationship Managers would be delighted to provide you with additional information. These services are intended for Professional Clients as defined by the DFSA