Tailored Wealth Management Solutions for High-Net-Worth Individuals
High-net-worth individuals face unique challenges and opportunities when it comes to managing their wealth.
Kevin Crowther and his team offer bespoke services designed to help you grow, preserve, and transfer your wealth effectively. From private banking and investment management to estate and tax planning, our comprehensive suite of services is tailored to meet your unique financial needs and objectives.
Leverage our global expertise and highly tailored approach to achieve your financial goals.
HNW/UHNW Services
Private Banking
Private Banking that focuses on providing personalized and comprehensive banking and investment solutions to high net worth individuals and families. With a deep understanding of the unique needs and goals of affluent clients, Kevin offers tailored advice, exceptional service, and access to exclusive banking products from a diverse range of global institutions to help clients grow and protect their wealth.
Investment Management
Investment management with a focus on delivering bespoke portfolios that are crafted specifically to meet the unique financial goals and risk tolerance of each client.
Whether clients are looking to grow their wealth, preserve capital, or generate income, Kevin and his team design portfolios that are aligned with their specific needs and objectives.
Estate & Tax Planning
Providing an international Estate & Tax Planning service, Kevin leverages his network within the industry and aims to assist all clients in optimizing their global estate whilst minimizing tax liabilities in a legal and ethical manner. Through meticulous analysis of each client’s financial situation, Kevin will work with tax and wealth structuring professionals to develop personalized plans that align to your specific requirements.
Key Points:
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Relationships with a broad selection of Private Banks globally
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Exclusive access to diverse investment vehicles
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Institutional asset classes
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Exotic investment instruments including leveraged products and hedge funds
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Crypto currency
Key Points:
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Dedicated Investment Adviser
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Direct contact with Kevin's team of Analysts
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Bespoke portfolio's designed specifically for you
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Risk/Return targets tailored to your goals
Key Points:
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Tax specialists for nationalities including British, South African, Australian, American, Indian and most of Europe
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Specialist tax-efficient investment accounts minimizing capital gains liability
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Repatriation planning
Why Choose Our High-Net-Worth Services?
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Personalized Attention: Customized strategies to meet your specific goals.
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Comprehensive Wealth Management: From investment management to estate planning, we offer a full suite of services.
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Global Expertise: Leverage our international market knowledge to maximize your wealth.