Lifecycle Financial Services

A new era in private banking, asset management and wealth management.

The “Lifecycle Financial Services” is the new frontier, the new approach, the new attitude in an endless horizon of advisory taking care of the whole life cycle of international investors with intra generation perspective.

Wealth administration of financial and non-financial investments along with Tax and Financial consolidation on a cross border perspective are crucial elements of this new comprehensive approach.

Key Points of new Lifecycle Financial Services are:

  • “Passive” administration of financial investments and non financial or illiquid assets
  • Cross Border investments
  • Tax and withholding agent activity
  • Asset consolidation and tax consolidation of net wealth
  • Lending & Liability Management
  • Wealth segregation
  • Inheritance and legacy
  • Trusts
  • Specific products for external and independent asset managers
  • Independent financial advisory
  • Tax, Legal and KYC Compliance