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.
The global tax and fiduciary environment is ever-changing. Our world-class team of experts stays up to date with this critical aspect of your wealth management across multiple jurisdictions – so you don’t have to.
We also help to ensure the orderly transfer and preservation of your wealth for future generations. Besides facilitating family indabas to discuss the ‘nuts and bolts’ of securing your family legacy, we offer a trustee training programme to help trustees fulfill their legal obligations in what has become a highly complex regulatory environment.Find out moreLet’s talk
WHAT WE OFFER
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.Find out more
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.Find out more
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.Find out more
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.Find out more
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.Find out more