Other Services

CONSOLIDATION SERVICES
You can benefit from our portfolio management system which provides a comprehensive consolidated reporting of all your assets (including non-financial assets) even if they are held in custody in different banks. This allows us to better assess the global asset allocation and the overall risks.

EXTERNAL PARTNERSHIP
We assist you to be in contact with independent trusted advisors for the following:

 Insurance planning

 Legal & Tax planning

 Estate & Trust planning

 Corporate & secretarial management

 Physical precious metals investments

 Real estate investments

 Art investments

 Luxury goods investments

 Private equity investments

CUSTODY SERVICES
For Ultra High Net Worth clients only, we provide custody services as part of our offering.