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Wealth Management
Our Wealth Management Service is predicated on competence and carefully understanding the needs of our clients. Such needs are matched with the best fit solutions and delivered by our Private Bankers seamlessly.
Predicated on Competence and Understanding of Clients Needs
Our Wealth Management Service is predicated on competence and carefully understanding the needs of our clients. Such needs are matched with the best-fit solutions and delivered by our Private Bankers seamlessly.
Personalized Wealth Management
The journey with our clients is highly personalized and designed to cover all their life stages as we deliver efficient, innovative, and enduring structures for:
- Wealth Creation
- Wealth Growth
- Wealth Protection
- Generational Transfers
- Succession Planning
My First Trusted Wealth Advisor
With over US$150 million in Assets, the FirstBank brand and its affiliates around the world, we choose to distinguish ourselves by the uniqueness of our solutions, the depth of our knowledge and the quality of the advice we deliver to our clients.
Financial Planning
We provide end to end financial planning and advice to clients in the areas of Retirement Planning, Estate Planning, Education Planning, Tax Planning and Advisory working closely with specialist law firms and other professionals.
We recognize that the typical Private Banking client is significantly more mobile today than ever before and with the evolving multijurisdictional family structure making it more compelling to have the right advice professionally delivered to them.
Other Specialized Solutions
Besides the transactional and wealth products on offer, our clients may also access more specialized products structured to meet their unique needs.
Such products may include:
- Living Trusts
- Foundations
- Managed companies
- Limited partnership
- Endowments
In addition to creating such fiduciary structures, we work closely with our partners at FBN Insurance Brokers to ensure that your personal assets are well protected. We also facilitate the creation of structures that may reduce expenses relating to succession plans and reduce the potential for disputes, delays and unwanted public attention. We can also help in executing your philanthropic goals.
