CLIENT EXAMPLE
Private Wealth Solutions
Objective
The client was a family with successful businesses built up over a number of years that had provided them with a strong asset base and consistent high incomes. Despite all of this, they were struggling to obtain an overall Private Banking solution from the traditional mainstream retail Banks. They wanted a solution that recognised and combined their business and private wealth requirements into one total financial package.
Solution
As part of our overall private wealth solution, we were able to offer a flexible finance facility, across both the client’s personal and commercial assets and include a bespoke private wealth management plan that provided the client with a clear pathway to protect and preserve their hard earned wealth.
Outcome
- Considerable finance cost savings
- Ongoing credit support for both the clients businesses and personal requirements
- Wealth Protection vehicles
- Wealth creation investment portfolios
- Bespoke Private Banking Services including access to a global network of services only available to certain select type of clients