Wealth Management
Primarily dealing with high/ultra-high net worth clients both on the local & international circuit by assisting them with investment products such as banking, FX, equities, debt, funds, credit, residential mortgages & tax efficient strategies.This dedicated banking service was complimented by comprehensive tailored investment solutions, competitive credit facilities as well as fully integrated financial planning and tax solutions. This incorporated high quality risk decisions to… Show more Primarily dealing with high/ultra-high net worth clients both on the local & international circuit by assisting them with investment products such as banking, FX, equities, debt, funds, credit, residential mortgages & tax efficient strategies.This dedicated banking service was complimented by comprehensive tailored investment solutions, competitive credit facilities as well as fully integrated financial planning and tax solutions. This incorporated high quality risk decisions to customers quickly and openly whilst monitoring and controlling the quality of the portfolio in accordance with Risk guidelines, Bank policy and understanding the needs to my clients. Show less