Manage your wealth Wealth Management Solutions

Wealth Management Solutions

You decide how you want to manage your investments and how involved you want to be. We provide the expertise. 

Investment Solutions

  • Credit Suisse Invest Mandate
  • Advisory contract
  • Direct Access Client (DAC) services

You can use your investment portfolio to raise funds. This type of financing, where we lend against marketable and liquid securities such as equities and bonds, is known as Lombard lending.

You’ve come a long way to get to where you are today. We can help you enjoy the rewards.

Planning for the future

Retirement and inheritance planning – priorities for you and your family which we can help you address. With a wealth planning strategy in place to protect what you’ve worked hard for and see it passed on safely down the line, you can enjoy today all the more. 

We can provide advice on:

  • Estate planning
  • Pension planning, including self invested personal pensions
  • Inheritance planning

Working with your other advisors

We don’t give tax advice, but we will work with your tax and legal advisors to make sure your wealth planning takes everything into account. Tax treatment depends on individual circumstances. You should seek independent tax advice.

To arrange a meeting or to find out more:

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