What our associate provides is an exclusive wealth management service with the highest integrity and trust. They are independent, client centric private wealth management service, which provide services for our private clients to represent their interests. They act as their private Chief Financial Officer or “CFO” and help our client to manages their total financial affairs.
Being independent of any bank their decision is purely based on meeting your needs not the bank profitability nor commission driven and yet have access to the best product and service of top tier private bank and other financial institutions Globally. Their Swiss Global wealth management platform enable a very cost effective management as well as trading of all class of assets such as bonds, cash (all major currencies), shares, commodities, derivatives, etc.
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Protecting your assets
• Creation of holding structures,
• Global custody,
• International tax planning (with our specialist International Tax Lawyer),
• Wealth planning.
Growing your assets
• Asset allocation,
• Manager selection,
• Management of different asset classes (shares, bonds, FX, commodities, etc)
• Monitoring of mandates and performance.
Transferring your assets
• Estate planning,
• Mapping out a family strategy,
• Education of family members,
• Philanthropy. |
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Analysing tax and financial circumstances (working with their accountant)
Drawing up an exhaustive balance sheet of assets and the tax position is vital to enable our clients to integrate, within a comprehensive overview, all the key components that make up their wealth: securities portfolios, property, life assurance, pension assets or works of art, for instance.
Clearly defining the interdependence between all the elements, together with all the tax implications, will provide an initial insight into the strategic direction that investment should take.
Optimising the legal, tax and financial positions plays just as crucial a role as choosing the assets in which to invest, even if the latter will tend to be the key factor influencing the return on the portfolio: returns from investments could be wiped out if the underlying structures are inappropriate, if a succession is poorly planned for, or if the potential tax liabilities associated with investments are miscalculated.
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SAFEGUARDING ASSETS AND ENSURING GROWTH
Financial planning
Assets and liabilities, income and expenditure, savings and investments both short and long term – all are factors that must be perfectly balanced to sustain a suitable lifestyle. In their investment approach, our clients must make allowance for constraints, such as payment deadlines, desired cash flows or the chosen level of liquid assets, so that all eventualities which might have an impact on their wealth can be properly taken into consideration. |
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Choosing the right investment strategy
After finding out the clients personal as well as business objectives and after ascertaining their reference frameworks, their risk profiles and, then, their end-goals, our clients will be in a position to choose the investment strategy best suited to them. This strategy has several facets, including the investment time-frame, tax status and circumstances, desired reference currency, likely capital inflows and withdrawals.
Investment proposals
The asset manager will then submit a formal investment proposal to the client, comprising recommendations about securities, return expectations or even forecasts adjusted according to different market conditions.
Asset Management
The portfolio is managed in such a way as to ensure consistently that the medium-to-long-term investment goals are met, in accordance with the strategy agreed with the client. The portfolio is shaped and constructed with taking into consideration strategic and tactical assessment of the markets, the range of asset classes and currencies. The most important consideration is the risk appetite of the client. This is reason we also have a robust risk management program to protect client's investment in the case of extreme market down fall. |
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Reporting
In the long term, periodical reviews of the client's financial circumstances and the portfolio's performance are key to achieving the desired level of growth. We therefore uses various tools, including performance measurement, to carry out regular checks to ensure that the investments being made and the returns achieved are in keeping with the approach and strategy stipulated. This enables the us to provide clients with in-depth and detailed investment reports.
To speak to our private client manager please email rene@bsgcapital.com.au |
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