Integrated Approach

AN INTEGRATED APPROACH FOR YOUR WEALTH

Our integrated approach is built around four key pillars. It all starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services.

Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

Discretionary and managed portfolios
Full-service investment advisory
Exclusive and customized capital markets solutions
Cross-border investment counsel
Self-directed investing

Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

Full-service banking with a dedicated team
Multi-currency credit solutions
Cash and liquidity solutions
Cross-border banking solutions
Financial fluency for the next generation

Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

Retirement and cash flow planning
Tax and estate advisory
Strategic philanthropy
Business succession and family enterprise planning
Planning for multi-generational wealth transfer

Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

Professional executor and trust administration
Executor and power of attorney appointments
Agent for estate, trust and power of attoreny
Insurance counsel and solutions