- Our Company
- Alpha Global Access
- Digital Connect
- News & media
- Charity Foundation
By building a strong relationship with you, we are able to provide advice tailored to your current circumstances and continually adapt this to your changing needs. This is how we will work with you:
We will meet with you to discuss your immediate plans and analyse your current situation as well as your longer-term challenges and ambitions. Our Wealth Managers often identify significant opportunities or major risks at this first meeting.
Taking on board your goals and unique situation, your dedicated Wealth Manager will develop a tailored wealth management plan for you.
Working with your own tax and legal advisors, your Wealth Manager will suggest innovative and strategic solutions to maximise your wealth potential.
Your Wealth Manager will now put in place the solutions and products proposed as well as implementing your investment strategy through Alpha Global Access, our investment service.
Your Wealth Manager will carefully monitor your plan and continue to work closely with you. If necessary, your plan will evolve in response to changes in your circumstances or the global financial situation.