We help people in a whole range of different situations and stages of life. Some have very straightforward requirements and simply need some investment management advice. At the other end of the spectrum, we are also approached by clients with incredibly complex financial situations who require a wealth manager to play a far more integrated role in their affairs.
We help clients with a huge range of complex wealth management needs. Many need multi-jurisdictional tax advice or face complications stemming from holding assets across several geographies. Others require access to Lombard lending or wish to structure family wealth in sophisticated ways. Helping entrepreneurs align their business and personal finances is another area in which we excel.
It can be difficult to know whether a wealth manager offers the expertise and services you require – knowing whether they are the very best one to partner with, even more so.
The more complex the situation, the higher the stakes are, so let us take the strain of finding the right solution for you.
Our unparalleled knowledge of the industry will fast track you to the perfect wealth manager. Whatever your aims, our expert team will be able to help.
The wealth management needs of many people are fairly straightforward, yet there are a range of more complex financial needs that drive wealthy individuals to seek broader support.
Looking for some independent insight in to your situation? We’re wealth management experts who have seen it all.
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Nero Patel, Wealth Planning Director at Canaccord Genuity Wealth Management, explains why High Net Worth Individuals should be wary of persuasive marketing and only transfer a final salary pension if it absolutely makes sense.
Wealth planning and inheritance are fraught with complexity, and there is great need for families to air issues around amounts, timings and tax as early as possible to ensure the wellbeing of all their members.
We compile opinions from leading investment professionals and, in plain English, summarise the key happenings in the financial markets and how it’s affecting your money.
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