our businesses

Wealth Management

Enduring legacies, built with trust
WHAT WE DO

Alignment of interest

Total alignment with your interests lies at the core of what we do. As your confidant, we understand the importance of trust and integrity, and their impact on your financial decisions. We are a business that aims to understand you and your company. Our comprehensive offering provides tailored execution, investing and advisory capabilities for your treasury, business & family office solutions. Our technologically advanced institutional infrastructure and unparalleled global network of partners provide you with a spectrum of solutions for your financial services requirements.
Investment ADVISORY

Our insights. Your investments

With your interests in mind, we work closely with you to understand your risk appetite and long-term goals. Our experienced investments team combines their insights and analysis with a global network of top managers and independent research houses.
Asset Allocation

Tailored and optimized portfolio allocation

We match your investment requirements with your needs, preferences, risk appetite, and long-term goals and create an optimal global portfolio tailored for you. Our world-class institutional framework aims to maximize risk-adjusted returns through the modern portfolio theory approach.

Contact Us
LC Hedge Funds Platform

Diversify your portfolio with downside risk protection

We build long-term partnerships with our carefully curated universe of talented managers. Their funds go through an unbiased and rigorous selection process before being onboarded onto our platform. These experts run niche strategies that deliver uncorrelated returns, providing unparalleled diversification benefits to your portfolio.

Contact Us
Alternative Investments

Integrating alternatives into the traditional portfolio

Investing today needs to go beyond traditional asset classes to find yield in a global environment subject to market volatility. 'Alts' are crucial for portfolio allocation. We provide bespoke solutions that cater to alternative asset classes, including but not limited to Hedge Funds, Private Equity, Real Estate, and Sustainable Investing.

contact us
Portfolio Management

Gain clarity & control over your investments

Successful investing is about suitable investments and continuous management. We follow a rigorous institutional investment process for all our client portfolios.
Risk Management

Robust risk management & monitoring measures

Capital preservation is paramount to us, regardless of your risk appetite. As a result of this commitment, we stress test your portfolios from time to time to identify positions at risk and take timely remedial actions, including but not limited to portfolio rebalancing and hedging.

Contact Us
Discretionary Portfolio Management

Let our experts invest on your behalf

We design a seamless experience for investors who want to delegate investment decisions to our experts while benefiting from our asset allocation methodology and portfolio management services. We offer transparency and easy access to consult with your trusted advisor and adjust the strategic objectives of the portfolio if needed.

Contact Us
Treasury Solutions

Providing outsourced treasury management services

We have identified alternative solutions to keep your cash at work without compromising capital protection. We assist companies with managing their liquidity pool, finding better deposit rates, managing FX and Interest rate exposures, and other balance sheet optimization strategies.

Contact Us
BUSINESS & FAMILY SOLUTIONS

Innovative solutions to guide your personal and business legacies

Our in-house experts provide solutions supported by a comprehensive network of intermediaries and partners. Our wealth planning and structuring capabilities empower you to attain legacy objectives and facilitate the intergenerational transfer of wealth.
Bespoke Solutions

Finding the best fit for your requirements

We find innovative, personalized solutions that meet your sophisticated needs. From legacy governance guidance, traditional investments, and credit solutions to philanthropy, luxury assets, and art, we can provide you with bespoke solutions that meet your unique requirements.

Contact Us
Financing Solutions

Unlocking capital for growth

We partner with businesses to offer working capital solutions for SMEs and mid-sized corporates to optimize cash flow and unlock capital. Our sustainable solutions committed to long-term growth cater to the financing gap that affects these companies.
Receivables Purchase Programs

Unlock cash in your trading relationships

Our financing programme allows you to monetize your receivables in a fast and efficient manner, providing you liquidity to grow your business. We have provided working capital to over 100 businesses, supporting their cashflow requirements on a regular basis.

Contact Us
Short-Term Facilities

Meet business opportunities & address immediate liquidity needs

We provide short-term loans to businesses. Our loans are designed to help credit-worthy enterprises seize business opportunities with the right financing solution. We offer a quick turnaround with flexible re-borrowing and repayment terms.

Contact Us
Structured Long-Term Debt

Supporting your strategic growth plans with tailored facilities

We support the lifecycle of businesses with credit facilities tailored to your business requirements and strategic growth plans. Our team of experts works with internal and external debt capital providers to find solutions for your business.

Contact Us
Investment ADVISORY

Our insights. Your investments

With your interests in mind, we work closely with you to understand your risk appetite and long-term goals. Our experienced investments team combines their insights and analysis with a global network of top managers and independent research houses.

Tailored and optimized portfolio allocation

We match your investment requirements with your needs, preferences, risk appetite, and long-term goals and create an optimal global portfolio tailored for you. Our world-class institutional framework aims to maximize risk-adjusted returns through the modern portfolio theory approach.

Contact Us

Diversify your portfolio with downside risk protection

We build long-term partnerships with our carefully curated universe of talented managers. Their funds go through an unbiased and rigorous selection process before being onboarded onto our platform. These experts run niche strategies that deliver uncorrelated returns, providing unparalleled diversification benefits to your portfolio.

contact us

Integrating alternatives into the traditional portfolio

Investing today needs to go beyond traditional asset classes to find yield in a global environment subject to market volatility. 'Alts' are crucial for portfolio allocation. We provide bespoke solutions that cater to alternative asset classes, including but not limited to Hedge Funds, Private Equity, Real Estate, and Sustainable Investing.

contact us
Portfolio Management

Gain clarity & control over your investments

Successful investing is about suitable investments and continuous management. We follow a rigorous institutional investment process for all our client portfolios.

Robust risk management & monitoring measures

Capital preservation is paramount to us, regardless of your risk appetite. As a result of this commitment, we stress test your portfolios from time to time to identify positions at risk and take timely remedial actions, including but not limited to portfolio rebalancing and hedging.

Contact Us

Let our experts invest on your behalf

We design a seamless experience for investors who want to delegate investment decisions to our experts while benefiting from our asset allocation methodology and portfolio management services. We offer transparency and easy access to consult with your trusted advisor and adjust the strategic objectives of the portfolio if needed.

Contact Us

Providing outsourced treasury management services

We have identified alternative solutions to keep your cash at work without compromising capital protection. We assist companies with managing their liquidity pool, finding better deposit rates, managing FX and Interest rate exposures, and other balance sheet optimization strategies.

Contact Us
BUSINESS & FAMILY SOLUTIONS

Innovative solutions to guide your personal and business legacies

Our in-house experts provide solutions supported by a comprehensive network of intermediaries and partners. Our wealth planning and structuring capabilities empower you to attain legacy objectives and facilitate the intergenerational transfer of wealth.

Finding the best fit for your requirements

We find innovative, personalized solutions that meet your sophisticated needs. From legacy governance guidance, traditional investments, and credit solutions to philanthropy, luxury assets, and art, we can provide you with bespoke solutions that meet your unique requirements.

Contact Us
Financing Solutions

Unlocking capital for growth

We partner with businesses to offer working capital solutions for SMEs and mid-sized corporates to optimize cash flow and unlock capital. Our sustainable solutions committed to long-term growth cater to the financing gap that affects these companies.

Unlock cash in your trading relationships

Our financing programme allows you to monetize your receivables in a fast and efficient manner, providing you liquidity to grow your business. We have provided working capital to over 100 businesses, supporting their cashflow requirements on a regular basis.

Contact Us

Meet business opportunities & address immediate liquidity needs

We provide short-term loans to businesses. Our loans are designed to help credit-worthy enterprises seize business opportunities with the right financing solution. We offer a quick turnaround with flexible re-borrowing and repayment terms.

Contact Us

Supporting your strategic growth plans with tailored facilities

We support the lifecycle of businesses with credit facilities tailored to your business requirements and strategic growth plans. Our team of experts works with internal and external debt capital providers to find solutions for your business.

Contact Us
Investment ADVISORY

Our insights. Your investments

With your interests in mind, we work closely with you to understand your risk appetite and long-term goals. Our experienced investments team combines their insights and analysis with a global network of top managers and independent research houses.
Asset Allocation

Tailored and optimized portfolio allocation

We match your investment requirements with your needs, preferences, risk appetite, and long-term goals and create an optimal global portfolio tailored for you. Our world-class institutional framework aims to maximize risk-adjusted returns through the modern portfolio theory approach.

Contact us
Equities Selection

Institutional & process-driven approach to global equities

Our specialists compare and analyze opportunities across global markets, focusing on fundamentally sound companies with strong moats. We bring you equity investment opportunities that meet your preferences while harnessing the power of compounding over the long term.

Contact us
Bond Selection

Resilient and risk-adjusted fixed income insights

We select bonds intending to hold them to maturity. Our experts focus on issuers with low leverage and strong balance sheets to minimize default risk and prevent capital erosion.

contact us
LC Hedge Funds Platform

Diversify your portfolio with downside risk protection

We build long-term partnerships with our carefully curated universe of talented managers. Their funds go through an unbiased and rigorous selection process before being onboarded onto our platform. These experts run niche strategies that deliver uncorrelated returns, providing unparalleled diversification benefits to your portfolio.

Contact Us
Alternative Investments

Integrating alternatives into the traditional portfolio

Investing today needs to go beyond traditional asset classes to find yield in a global environment subject to market volatility. 'Alts' are crucial for portfolio allocation. We provide bespoke solutions that cater to alternative asset classes, including but not limited to Hedge Funds, Private Equity, Real Estate, and Sustainable Investing.

contact us
Startup Investments

Mobilizing capital for purpose

We leverage our resources and intellectual capital to empower early-stage and growth-stage entrepreneurs. We continuously strive to build an entrepreneurial ecosystem that provides an excellent platform to invest in start-ups whose vision aligns with yours.

Contact Us
PORTFOLIO MANAGEMENT

Gain clarity & control over your investments

Successful investing is about suitable investments and continuous management. We follow a rigorous institutional investment process for all our client portfolios.

Digital and holistic portfolio services

We aim to provide you with holistic portfolio solutions that factor in your entire financial footprint. As the first step to achieving this, we have developed proprietary technologies and tools that allow us to aggregate multiple portfolios across your banks. We engineer & manage your portfolio using our expertise and technologies to provide clarity and control over your investments.

Contact Us
Risk Management

Robust risk management & monitoring measures

Capital preservation is paramount to us, regardless of your risk appetite. As a result of this commitment, we stress test your portfolios from time to time to identify positions at risk and take timely remedial actions, including but not limited to portfolio rebalancing and hedging.

Contact Us
Discretionary Portfolio Management

Let our experts invest on your behalf

We design a seamless experience for investors who want to delegate investment decisions to our experts while benefiting from our asset allocation methodology and portfolio management services. We offer transparency and easy access to consult with your trusted advisor and adjust the strategic objectives of the portfolio if needed.

Contact Us
Business & Family solutions

Innovative solutions to guide your personal and business legacies

Our in-house experts provide solutions supported by a comprehensive network of intermediaries and partners. Our wealth planning and structuring capabilities empower you to attain legacy objectives and facilitate the intergenerational transfer of wealth.
Wealth and Estate Planning

Maintaining generational wealth, turning assets and investments into legacies

Our expert advice and practical tools help you plan, protect and optimize your global assets and investments. Our in-house trust, succession, insurance, and estate planning solutions provide you peace of mind as you pass your business and personal legacies on to the next generation.

Contact Us
Cross-border family and business structure advisor

Multi-jurisdictional solutions for the global investor

Building legacies need global solutions, and our seasoned team across geographies is here to take care of that. To help you navigate the demands of personal and business legacies, our experts work closely with our global intermediaries and partners in organizing your global assets and investments practically and efficiently.

Contact Us
Bespoke Solutions

Finding the best fit for your requirements

We find innovative, personalized solutions that meet your sophisticated needs. From legacy governance guidance, traditional investments, and credit solutions to philanthropy, luxury assets, and art, we can provide you with bespoke solutions that meet your unique requirements.

Contact Us
Investment ADVISORY

Our insights. Your investments

With your interests in mind, we work closely with you to understand your risk appetite and long-term goals. Our experienced investments team combines their insights and analysis with a global network of top managers and independent research houses.

Tailored and optimized portfolio allocation

We match your investment requirements with your needs, preferences, risk appetite, and long-term goals and create an optimal global portfolio tailored for you. Our world-class institutional framework aims to maximize risk-adjusted returns through the modern portfolio theory approach.

Contact us

Institutional & process-driven approach to global equities

Our specialists compare and analyze opportunities across global markets, focusing on fundamentally sound companies with strong moats. We bring you equity investment opportunities that meet your preferences while harnessing the power of compounding over the long term.

Contact us

Resilient and risk-adjusted fixed income insights

We select bonds intending to hold them to maturity. Our experts focus on issuers with low leverage and strong balance sheets to minimize default risk and prevent capital erosion.

contact us

Diversify your portfolio with downside risk protection

We build long-term partnerships with our carefully curated universe of talented managers. Their funds go through an unbiased and rigorous selection process before being onboarded onto our platform. These experts run niche strategies that deliver uncorrelated returns, providing unparalleled diversification benefits to your portfolio.

Contact Us

Integrating alternatives into the traditional portfolio

Investing today needs to go beyond traditional asset classes to find yield in a global environment subject to market volatility. 'Alts' are crucial for portfolio allocation. We provide bespoke solutions that cater to alternative asset classes, including but not limited to Hedge Funds, Private Equity, Real Estate, and Sustainable Investing.

Contact Us

Mobilizing capital for purpose

We leverage our resources and intellectual capital to empower early-stage and growth-stage entrepreneurs. We continuously strive to build an entrepreneurial ecosystem that provides an excellent platform to invest in start-ups whose vision aligns with yours.

Contact Us
PORTFOLIO MANAGEMENT

Gain clarity & control over your investments

Successful investing is about suitable investments and continuous management. We follow a rigorous institutional investment process for all our client portfolios.

Digital and holistic portfolio services

We aim to provide you with holistic portfolio solutions that factor in your entire financial footprint. As the first step to achieving this, we have developed proprietary technologies and tools that allow us to aggregate multiple portfolios across your banks. We engineer & manage your portfolio using our expertise and technologies to provide clarity and control over your investments.

Contact Us

Robust risk management & monitoring measures

Capital preservation is paramount to us, regardless of your risk appetite. As a result of this commitment, we stress test your portfolios from time to time to identify positions at risk and take timely remedial actions, including but not limited to portfolio rebalancing and hedging.

Contact Us

Let our experts invest on your behalf

We design a seamless experience for investors who want to delegate investment decisions to our experts while benefiting from our asset allocation methodology and portfolio management services. We offer transparency and easy access to consult with your trusted advisor and adjust the strategic objectives of the portfolio if needed.

Contact Us
Business & Family solutions

Innovative solutions to guide your personal and business legacies

Our in-house experts provide solutions supported by a comprehensive network of intermediaries and partners. Our wealth planning and structuring capabilities empower you to attain legacy objectives and facilitate the intergenerational transfer of wealth.

Maintaining generational wealth, turning assets and investments into legacies

Our expert advice and practical tools help you plan, protect and optimize your global assets and investments. Our in-house trust, succession, insurance, and estate planning solutions provide you peace of mind as you pass your business and personal legacies on to the next generation.

Contact Us

Multi-jurisdictional solutions for the global investor

Building legacies need global solutions, and our seasoned team across geographies is here to take care of that. To help you navigate the demands of personal and business legacies, our experts work closely with our global intermediaries and partners in organizing your global assets and investments practically and efficiently.

Contact Us

Finding the best fit for your requirements

We find innovative, personalized solutions that meet your sophisticated needs. From legacy governance guidance, traditional investments, and credit solutions to philanthropy, luxury assets, and art, we can provide you with bespoke solutions that meet your unique requirements.

Contact Us
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