Services for a Global Market

If you hold wealth internationally there are many issues you will need to consider including:

• What are the legal/tax implications of holding assets in more than one country?
• How will your assets be managed and how will you be able to access them if you are unable to give instructions, e.g. because of ill-health?
• What will happen to your assets after your lifetime?

A fiduciary structure can help not only to preserve your wealth but can also offer you greater flexibility over the management and distribution of your assets. The most common type of fiduciary structure is a trust, a binding arrangement whereby assets are transferred to a "trustee". The trustee is required to administer the trust assets for the benefit of specified beneficiaries strictly in accordance with the terms of the trust.

The right structure for you will depend on your and your family's needs and circumstances. We create tailor-made solutions for any investment-linked problems that may arise.

Advisory Services

For the client who wishes to receive independent and professional investment advice, while retaining control of the decisions concerning their portfolio, our Advisory Services offer an approach that can operate either as a complement to discretionary portfolio management or independently of it. This approach is often of benefit if the client does not have the ability to delegate investment powers, or if they have a particular interest in a specific market sector and wish to be involved in day to day decision making concerning their portfolio.