Ultra high net worth section of the bank, we would prefer highly respected institution, the bank is able to offer a multitude of solutions to clients, including but not limited to:
- financing against residential real estate at extremely competitive rates of Libor + 1.5% p.a. (and for larger relationships, we can even push it down to 1.25% p.a.). General terms are for 70% of property value, but of course may be more depending on how wide the relationship is, i.e. is client willing to bring in more assets for custody / investment etc
- Genuinely independent investment solutions - advisory and discretionary portfolios. For all investments we price with the key players amongst the investment banks and execute with the one offering best terms, thereby assuring independence and competitiveness
- Financing against investment portfolios, at a very attractive rate of Libor + 0.75% p.a. Lending values range from 90% down to 20-30% depending on liquidity, rating etc
- Wealth planning: highly experienced, sharp Trust & Estate planning team
- Yacht / superyacht / jet financing
- For larger clients, advise on their business side as well - hedging interest rate exposures, fx risks etc. Assisting clients with IPOs, valuations, acquisitions, divestures etc
- We manage our clients' portfolios across different banks.
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