What gives Private Wealth clients the edge

There’s nothing ordinary about our Private Wealth Management service because there is nothing ordinary about our clients. One of the best elements of working with our very special clients is their ability to see things differently. They have achieved big things, have big ambitions, and have the scope to create a beautiful future for themselves and those near and dear to them.

Here are just a few of the ways our Private Wealth clients have the edge when it comes to their money:

1. They think next-gen wealth

For Private Clients, wealth management isn’t just about having enough to retire, it’s about their legacy and providing for future generations. Our wealth managers scaffold these ambitions with precision estate planning, asset protection and thoughtful structuring. Fostering and educating the next generation so that they become the next custodians of intergenerational wealth is an essential factor.

2. They think outside the box (and the border)

For our Private Clients, national allegiances are saved for the sporting arena. Taking an international approach to their finances allows them to maximise opportunities and reduce risk. They take the essential principle of diversification a step further, diversifying their assets into different jurisdictions and currencies. Opportunities for tax reduction are a crucial element of asset and lifestyle protection. Taking a world view means they can cherry-pick the jurisdictions that provide them with the best value and protection for their money.

3. They anticipate long-term trends

When we work with Private Wealth clients, it’s all about long-term strategic focus. It’s about looking beyond current trends to what are the underlying shifts that have the potential to influence company values over the next ten years. For example, while there is a lot of noise about cryptocurrency, there are potential longer-term disruptions from the introduction of blockchain technology. Blockchain technology will impact how businesses and governments operate by making transactions more secure and reducing the need for middlemen. This will have a knock-on impact on companies that currently have a competitive advantage due to their role in managing such risks.

4. They have us on board (and you can too)

Our Wealth Management clients don’t have to go it alone. They are experts in their field, as we are in ours. Getting our Wealth Management team on board brings the benefit of our expertise, our insights and our blue-sky thinking to do justice to their assets and aspirations.

The good news is that you can too! Together, we will make a plan that will give you the edge. We will help you to see your wealth differently and to take your unique opportunity to change the world today, tomorrow and beyond.