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Corporate Employee Financial Services  
     
 

Solutions for Corporations
Solutions for Corporations

Advice
Advice

Managing substantial equity-linked compensation holdings over time and across borders gives rise to questions that need to be answered with the help of experts.

To address these unique and sophisticated needs of your executives, we offer Premier Advisory Services

  • Individual advice - tailored to the needs of your executives

  • Selected executive client advisors with training in the details of your plans can support your executives in their task to integrate their plan assets into their total wealth management decisions

  • Events with regard to the life cycle of plans, such as new grants, restriction periods and expiration of plans, are proactively communicated

  • In custom financial planning briefings, topics such as tax optimisation, risk management and asset allocation strategies can be discussed in detail

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