Wealth Management
Alignment of interest
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Our insights. Your investments
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.
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.
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.
Gain clarity & control over your investments
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.
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.
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.
Innovative solutions to guide your personal and business legacies
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.
Unlocking capital for growth
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.
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.
Our insights. Your investments
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.
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.
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.
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.
Gain clarity & control over your investments
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.
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.
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.
Innovative solutions to guide your personal and business legacies
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.
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.
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.
