With unrelated financial interests in different parts of the world, the planning and management of your personal wealth is no straightforward matter. Arrangements once made, need monitoring constantly; investment portfolios assessed and compared; tax regimes and regulations change for better and for worse and must be accommodated. But despite the logistical, geographic and cultural issues, growing and securing your personal wealth are, no doubt, key priorities for you.
The answer is to allocate the responsibility for managing your wealth in the same way as you’ve allocated your investments — i.e. on a country-by-country basis.
Petrus Private Bank has developed strategic alliances with established financial services providers around the world. Through those partnerships, we can keep you fully informed of the state of play of each and all of your global financial interests.
If you haven’t already done so, our partners can help you set up trusts, foundations and personal investment structures in the world’s most tax-favourable jurisdictions. Furthermore, your network of individual wealth managers can make sure that relevant and interesting opportunities find their way to your desk — wherever that might be. We can also establish third party life insurance policies for you, through our arrangements with specialist providers.