YOUR GOALS
WE'LL HELP YOU ACHIEVE YOUR FINANCIAL OBJECTIVES
From asset management and M&A advice through to day-to-day banking and complex wealth structuring, we can provide solutions to help you achieve your goals. Whether your priority is to use your assets to grow your wealth, protect it or somewhere in between, your Relationship Manager will work with you to achieve your own individual goals.
From the outset, we spend time with you to truly understand your individual financial objectives. Together, we will follow a consultative process to ensure you are getting the advice and execution support you need. To deconstruct and navigate the most complex of situations, our Relationship Managers are supported by a team of investment specialists and corporate finance professionals who can be called upon to help you to meet your short-term and long-term goals.
PROTECT WEALTH
If you want to preserve your wealth for the next generation or protect it for a specific moment in the future, we can help you develop a strategy designed specifically for you and your portfolio for that purpose.
We can also help you protect your wealth from erosion, a major risk to individuals who are not deploying their assets constructively. Protecting large pools of assets can be a complicated affair – TRADE BANKhas the experience to help you navigate markets over the long-term for this purpose.
From the outset, we spend time with you to truly understand your individual financial objectives. Together, we will follow a consultative process to ensure you are getting the advice and execution support you need. To deconstruct and navigate the most complex of situations, our Relationship Managers are supported by a team of investment specialists and corporate finance professionals who can be called upon to help you to meet your short-term and long-term goals.
GROW WEALTH
When you wish to grow your wealth, it is imperative that your bank understands your specific goals, preferences and tolerance for risk. Based on your personal circumstances and individual financial objectives, we can help you manage your investments in a manner that is aligned with your risk profile as well as your return expectations. Our interests are aligned with yours. You can be confident in the knowledge that your team at TRADE BANKis structuring solutions that will strike an effective risk-reward balance.
Our team of Investment Banking professionals can also help you maximise the potential of your business operations, by providing practical corporate finance advice regarding M&A as well as capital structuring.
TRANSITION WEALTH
When thinking about transitioning your wealth to the next generation, it is essential to have the right structures in place to ensure that your wishes are met. Moreover, if you want to prepare your business for a sale or begin winding down your portfolio, we can help you maximise value by working together to identify the right opportunities.
Your Relationship Manager will work closely with our Corporate Service Providers, Trading, Asset Management and Investment Banking teams to ensure you have the certainty you need in this regard.