WEALTH MANAGEMENT

• provides advice on, and management of, the wealth of individuals and business entrepreneurs.

• brings together the various strands of a client's wealth, defines an agreed strategy, implements a plan to meet the objectives and monitors this proactively on a regular basis, in order that the client has a clear understanding of how the various investments interrelate and how the service will bring added value to the long term financial planning goals.

• incorporates financial planning advice and management of a client's assets including investment portfolios, pension funds and deposits.

• offers asset management both in discretionary management portfolios, collective investments, bonds and alternative investment strategies.

• gives advice on offshore tax shelters.

• delivers wholly inclusive management of a client's wealth liaising closely with existing legal, accountancy and stockbroking advisers.