Special Services

We believe Wealth Management goes beyond handling the accumulation of capital. For example, we offer services for collectors and those who find life is enriched by helping others in need. Clients with complex financial requirements and those who have achieved a substantial degree of financial independence will also value our assistance when it comes to highly specialized tasks.

Solutions for Clients with Especially Complex Financial Requirements

Our expert team has a complete range of services to offer you and your family, particularly if you have a complex asset situation, such as concentrated shareholdings in a family firm. In addition to infrastructure solutions extending from global custody, to sophisticated reporting, to the establishment of a family office, we can also offer comprehensive asset management solutions using professional risk analysis instruments and structured products similar to those used by institutional investors. You may also wish to make use of our advisory services in the areas of family governance and philanthropy, to ensure a comprehensive approach to your financial affairs.