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Wealth planning & structuring
We advise you on everything from saving for retirement and investing in a tax-efficient way, to passing wealth on to the next generation and protecting your family financially.
Passing on wealth
By thinking about legacy planning now, you can make sure your wealth is passed on to the people and causes close to your heart.
Read ‘Your Essential Guide to Passing on Wealth’.
Discretionary Portfolio Management
Your portfolio will benefit from the research and the views of our analysts and investment teams across our group of boutique private banks and wealth managers operating across over 50 European cities.