Single Family Offices
Although every single family office has unique requirements, common themes include finding solutions that go beyond traditional investment services and managing substantial and complex portfolios.
A Dedicated Team
Our single family office team is your point of entry to our global resources. This team will deliver investment advice, execute complex trades and provide you with direct access to the services of our Investment Banking division.
- Execution: institutional cross-asset execution, including cash equities, swaps, short selling, OTC derivatives, CDS and EM local currency debt. In addition, we can deliver global cross-asset institutional idea generation leveraging both the Investment and Private Bank.
- Research: Access to HOLT screens, indices and baskets.
- Using Our Balance Sheet: Portfolio/ security financing, aircraft / ship financing, mortgage lending, fund linked product financing, Lombard loans, lending against Private Holdings etc.
- Prime Services: prime brokerage capabilities including margin lending / portfolio financing, custody and clearing, securities lending and borrowing, synthetic products, reporting and our sophisticated web portal.
- Global Custody: includes sophisticated consolidated investment reporting and compliance monitoring, and allows clients to execute with multiple counterparties.
- Corporate Finance for Families: access to lending and investment banking services to the corporate side of family related businesses.
- Strategic deal flow: PE funds, co-investment opportunities both with 3rd parties and CS, direct private investment, sub-underwriting, private placements etc.