Wealth Management

Services Offered

• Financial Planning
  • Our personnel work with experienced wealth managers to develop personalized wealth strategies based on clients’ needs and goals.
• Private Wealth Management via 3rd Parties
  • Open investment accounts and provide financial solutions to grow, preserve and transfer wealth of our clients
  • Products are arranged on behalf of a top-tier asset manager
• In-house Wealth Management
  • Dedicated team mandated to manage existing client portfolio
  • Focus on capital preservation, income and long-term growth
• Access to Cash Management and Lending Solutions
  • Access to an extensive suite of cash management and lending solutions designed to help meet day-to-day needs and support long-term ambitions