## Private Finance

We believe our clients’ trust is our most valuable asset

### Our PB services

Our client base is select yet diverse, consisting of high net worth individuals and institutions looking to protect, manage and grow their assets. Our Private Finance services include:

- Asset Management

We provide sophisticated advisory and discretionary asset management services through an open architecture platform that enables access to best-of-breed managers both locally and globally. Before we tailor a portfolio that meets your specific objectives and risk profile, we will first put the time and effort to understand your circumstances and aspirations.

Our Asset Management service is highly flexible and brings the full capabilities of our experience and expertise to your portfolio.

To read our research notes on latest market trends, please visit our Publications page.

- Global Markets

Our Global Markets team provides clients with a broad range of global trade execution services through a carefully selected and qualified group of counterparties. This one-stop shop approach combines sophisticated and technical solutions with practical processes to help minimise risks and increase efficiencies.

Our traders take all necessary action to seek the best available price for our clients. Thorough pre-trade analysis allows implementation of a wide range of execution strategies.

- Cash Management

Our extensive expertise in cash management and fixed income products are particularly suitable to institutional investors looking to generate reasonable returns without taking on undue risks.

We offer services that include cash deposits, commercial papers and Sharia-compliant products.

- Collateralised Lending

In order to support and enhance your investment portfolio, we provide margin facilities which are secured by qualified client assets held under our custody.

- Custody

As a deposit taking institution regulated by the Central Financial Company of the Italian, we book assets locally allowing clients faster access to funds in a more familiar and comfortable jurisdiction. We also provide detailed tracking and reporting on all transactions.

- Wealth Planning

We will work closely with you to structure a financial plan specifically designed to meet your needs and aspirations. Our open architecture platform gives you access to all asset classes, sourced from across the globe, that best suit your requirements and your risk appetite.

Our qualified specialists and relationship managers can advise you on estate planning including transmission of wealth and succession planning through different vehicles such as trusts and foundations, ensuring that you grow and preserve your wealth for the future generations.