Wealth management today requires optimisation across multiple sectors. Our Advisory Division comprises a multidisciplinary team of internal and external partners, who can provide a holistic approach to wealth management.
We offer a wide range of financial advisory services while focusing on an open architecture advisory strategy. Our internal client risk and objective profiling provides a solid baseline for underlying investment strategies.
Financial advice and tax advice should always be considered together. We work with multinational firms as well as local tax advisors to provide the best possible tax-optimised portfolio structures.
At the heart of every transaction and investment is its legal foundation. We can provide access to leading law firms from across the world.
Our partner company 360 Citizen provides bespoke advice on citizenship and associated optimisation and investment opportunities.