Fiduciary and Tax Services
What We Offer

Fiduciary and Tax Services

Our world-class team of fiduciary and tax experts can offer you integrated advice on local and offshore fiduciary and tax matters, including trusts, estate planning, structuring, wills and executorships. We stay up to date with the changing tax and fiduciary laws on your behalf, ensuring your matters are always handled within the bounds of the latest legislation and best practice.

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WHAT WE OFFER

Wealth Management

Our international cluster of specialist teams work with you and your wealth manager to create an integrated plan to achieve your goals, dreams and aspirations.

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Fiduciary and Tax

As a high net worth individual your local and offshore tax and fiduciary needs can be complex. We can assist you with structuring local and offshore trusts, international estate planning, exchange controls and tax matters across jurisdictions.

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Investment Management

We manage a comprehensive range of local and global equity-only or multi-asset portfolios, crafted to meet your needs. We also offer customised Shariah-compliant portfolios. In addition, we collaborate with third party providers to offer collective investments, private equity, hedge funds and structured products.

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Credit Lending

If you have an investment portfolio with us, you have the option of using your local and offshore equities to secure credit. The service is fast and flexible, and offered at highly competitive rates.

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Stockbroking and Derivatives Trading

We offer a range of institutional and retail equity and derivative trading services, including an online share trading platform should you prefer to self-manage your portfolio.

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