Fund management is the process of managing financial assets like stocks, bonds, cash and mutual funds in order to achieve a specific goal like retirement or college funding. Fund management expands the focus considerably by looking at virtually everything that impacts an individual’s net worth: a privately-held business, personal residence, vacation property, insurance, loans, taxes, the needs of beneficiaries and so on.
There are significant differences for each type of business which is why private banks create an individual package for each client. Private banks work with you on a personal level to ensure your assets work for you in the most profitable way.
Through Wealth Management a private bank can offer a diagnosis of your wealth structure and personal situation. Together you decide on asset allocation and management of your assets so you have complete control. This will be continually reviewed.
Through research, capability and experienced professionals private banking can offer you unbiased advice to deal with the realities of what is best for each individual client, all of which is well beyond the confines of traditional banking services.
Private bankers offer their clients a convenient and efficient system for opening and managing corporations, trusts, foundations, partnerships, limited liability companies and other entities in a wide range of jurisdictions.
Private banking can offers fund management services to suit all needs whether short term or long term.
Private bankers are the most experienced and prestigious in the Wealth and fund management areas. Most Global corporations will have their assets managed by a private bank.