We are proud to have clients who have been with us for nearly 200 years over four generations.
With a successful family business spanning three generations, the family requires expertise to help manage their wealth in an integrated way. As the ownership of family assets transitions from the founder to the next generation of siblings and cousins – the way the family work together, invest together and make decisions together becomes more complex. Our team assists the family to manage their wealth in an integrated way by facilitating strategic planning and identifying their vision and values. Our team also provided insights to help the family form an investment view and invest in bespoke solutions.
When planning to move to Australia via the Government’s Significant Investor Visa (SIV) our dedicated multi-lingual Private Bankers were there with a comprehensive range of banking and wealth solutions to make the move easier. They connected our client with local experts who helped manage their wealth and provided access to the SIV Flexible Investment Account, helping our client’s move feel seamless.
A business owner in the mining industry sold his interests prior to the energy downturn and invested the majority of the proceeds in the share market and fixed interest investments. With economic sentiment improving he was hoping to purchase another business and needed to raise capital. Our team worked on strategies to fund the new business while taking into account capital gains implications and the client’s current investment strategy. After reviewing the options, our client decided on a combination of strategies going forward.