Wealth & Asset Management
Wealth, held across generations.
Bespoke strategies and multi-currency portfolios for private clients and family offices, actively managed across every asset class.
The mandate
What this desk carries.
Bespoke strategies and multi-currency portfolios for private clients and family offices, actively managed across every asset class the mandate allows.
01Multi-currency portfolio design
02Retirement & estate planning
03Family office services
04Intergenerational wealth transfer
05Equity & fixed income
06Real estate and alternatives
07ESG-aligned portfolios
08Performance analytics
Bespoke strategies and multi-currency portfolios for private clients and family offices, actively managed across every asset class.
Also on the bench
The rest of the bench.
Wealth & Asset Management
Tell us what you need structured.
The mandate, the counterparties and the timetable. We come back within 48 hours.
Replies within 48 hours