Case Studies

After several meetings with our client, it was clear that he was dissatisfied with his current managers who had looked after his investment account for many years. He was very comfortable and knowledgeable about the investment world and understood the markets, but as he was within 10 years of retirement he was looking for an actively managed account with risk mitigation and downside protection.

Our client understood the markets, but was looking for an actively managed account with risk mitigation and downside protection.

We completed a full analysis of his account, looked at his financial objectives and took into account the fact that he was heading towards retirement.

Together, we decided to make use of our Swiss wealth management partners to build a portfolio which took advantage of the potential in commodities and precious metals to provide good growth potential with an element of diversification. After setting up this structure in a tax efficient manner, we then went on to assist him in setting up a charitable fund to be managed for the benefit of his own charity. Our client has now retired and is in the process of returning home. We are currently helping him to liquidate his portfolios and make local arrangements for providing a sustainable income.

Related Case Studies

Now in his mid-40s, this client has been an expat for 20 years and isn't sure whether or not he will return home in the future.

A successful 36-year old feels he is not accumulating sufficient wealth for retirement despite enjoying a relatively high level of income.

An Indian national was looking for capital growth, but was also keen to reduce his future tax exposure.

We identified an investment product that delivered good returns over a five-to-ten-year period and which reflected our client's adventurous attitude to risk.

Our client wanted to plan for retirement... but had a large shortfall and a loan to pay off first.