Advisory

As an add-on to the Private Client Wealth Services Portfolio we provide a select family office management service to UHNW individuals where we administer their personal wealth portfolios in an advisory capacity. Our services include the recommendation to participate in investment opportunities, the establishment and administration of SIPPS Portfolios with tax structured contributions and investment strategies. All investment decisions are made by prior consultation with and in recorded agreements as instructed by the client to their portfolio manager.

SOME OF OUR BESPOKE SERVICES INCLUDE THE FOLLOWING:

Pension Plans

We specialize in establishing SIPPS (Self Invested Pension Plan Schemes) and offer our clients dedicated support in building their pension portfolio. We offer free advice on estate duties and our administrative control allows clients to make their own investment decisions which we act on or appoint an appropriately regulated broker or dealer to undertake on the client’s behalf

Investments

We are aware that not all investments are the same for every person, and we can assist and advise all clients by doing feasibility studies prior and relative to any investment decision they wish to make. Whether an M&A, Private Equity, Debt Equity or global strategy our team of professionals is available to assist, advise and implement.

Due Diligence

We have specialists investigators who do background checks & due diligence on 3rd parties wishing to engage with any of our clients or their families in a personal or professional capacity. It is our duty to protect our clients and their families from unsavory parties businesses ambitions. Our capabilities include security clearances, VIP Protection, background checks and global polygraph tests.

Global Medical

We have the capability to offer our clients a global Medical Aid Scheme with a difference. For a monthly and annual contribution and administrative fees, we offer a bespoke service covering the whole family with their claims being settled immediately with a prepaid credit card.
No matter where they may be in the world, our MediMate MediCard allows any of our clients, regardless of which medical aid scheme they are a member of if not ours, to approach any medical facility or practitioner and subject to telephonic clearance, we will remit the sum required to the card allowing for immediate payment, or where the account exceeds the card limit, we will settle the bill by direct transfer and get reimbursed by the Client’s Medical Aid scheme *(Subject to prior arrangement).