What is Asset & Wealth Management?
When growing family and corporate wealth, we believe in looking at the big picture. This means looking at what your wealth is now and what it might be. Great investment advice and strategy don’t exist in a vacuum.
Our service takes into account all your financial needs, from wealth planning to investing to succession planning. We call this your total wealth solution.
To suit strategic investment objectives and different risk appetite, we offer personalised asset and wealth management solutions covering investing, financing and succession planning to high net worth individual, family office and corporation.
We are ready to assist you in creating sustainable financial growth and preserving your legacy.
Cash management solution that offers safety of capital, yield enhancement, regular income stream, convenience, liquidity and tax advantage to corporate investors.
Choice of global funds from fixed income, bonds, balanced and equity asset classes to meet your risk-return expectations and evolving investment need.
Real Estate, Infrastructure, Private Equity and Venture Capital Fund will allow you access to unique opportunities and gain exposure in alternative markets.
Focuses on Building for Today while Protecting for Tomorrow
Life Insurance has been the proven and most effective funding mechanism for many wealth investments and succession planning. Life Insurance is able to fit into many situations of the family and business needs, such as:
- Liquidity planning
- Asset protection
- Estate equalisation
- Debt protection
- Wealth Enhancement (swapping hard assets)
- Funding for share sale agreements
- Key Employee protection and retention
Whatever the situation, we can assist to assess the needs and the types of wealth solutions be it an onshore or offshore life insurance policy.
Family Office is an office that is set up to provide wealth management solutions to a particular high net-worth family.
Family wealth holding structure, administration of complex wealth, consolidation of assets with consistent performance management and investment strategies, philanthropic services, tax and legal services, trusteeship or protectorship and risk management are part of the offering depending on the need of the family.
A Family Office further facilitates the organization of concierge services, coordinate insurance solutions, manage the family private jet or yacht, investing in private equity, managing real estate and even managing the family business.
A core function of the Family Office is to effectively transfer established wealth across generations while acting as an inter-generational touchstone for the family’s collective values and heritage.
Our Services Include and More
Investment Portfolio
Dedicated Private Fund
EIB Strategic Absolute Return Fund
EIB Strategic Income Fund
Family Office: Foundation and Trust Service
Revolving Credit / Portfolio Financing
Hedging / Protection: Universal Life
