q Private Wealth Solutions - Cross Asset Wealth Management

CASE STUDIES

Private Wealth Solutions

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

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