Private Client

Private Clients

The complexity of financial instruments needed to protect your wealth, assets, and family evolves along with you, ensuring that you leave a lasting legacy. This is especially true for people with high net worth, extremely high net worth, and prominent personalities. To ensure that their lives and belongings, as well as those of their families, are effectively safeguarded, their particular lifestyle and risk profile call for intelligent, customized, and adaptable solutions.

Asset protection

  • High net worth household
  • Holiday homes and overseas properties
  • Fine art collections
  • Valuables (including antiques, jewellery, literary collections etc.)
  • High net worth motors (including classic cars)
  • Yachts
  • Aircraft

Investment control and retirement planning

We assist in analysing your investments, income, and risk to see if your portfolio matches your level of risk tolerance. We assist you in setting your investment objectives through qualified asset managers who evaluate them on a regular basis and modify your investment parameters in reaction to shifts in the capital markets and your level of risk exposure.

Lifestyle protection

  • Global medical cover
  • High value life insurance
  • Kidnap, ransom and extortion
  • Travel security
  • Cyber and privacy insurance

Wills and trusts

Business protection
  • Succession planning
  • Key person insurance
  • Shareholder protection