Platinum Banus Investment Services

Our wealth management and trust services span four main areas, each is available on a stand alone or an integrated basis.

While some clients use us as their sole wealth manager, others appoint us for a particular area of expertise, such as cross-border wealth structuring investment management.

Expert guidance on efficient tax and succession planning.
Wealth creation / preservation is the core essential of our business.
Discreet banking services for private clients, including lending and custody.
Ongoing protection of assets through proactive monitoring and administration.

WEALTH STRUCTURING

To thrive, develop and prosper for future generations, assets and estates protection from political upheaval, changing legislation.

Wealth structuring can also help to safeguard privacy and to improve the efficiency of asset management and administration.

Our international wealth and tax structuring specialists are skilled at establishing complex cross border trusts and estates.

OUR APPROACH

To develop an effective financial strategy for wealth structuring, we invest time with each of our clients and their advisers.

Unlike many trust companies, the structures we create can protect both financial and non-finacial assets from businesses to yachts, art and property.

Over time, we proactively monitor developments in international planning tax and other legislation.  This helps to ensure that our clients wealth structures remain relevant, robust and effective.

OUR SERVICES

We offer a comprehensive range of wealth structuring services, including guidance and recommendations on the latest techniques and opportunities. We can also help with broader issues, surrounding family governance and planning for future generations.

When structuring our clients assets, we use a wide range of vehicles – including trusts, foundations, insurance and corporate vehicles – and specialise in advising international families whose affairs span a range of domiciles and jurisdictions.

INVESTMENT MANAGEMENT

We seek to be responsible custodians of our clients capital. Our goal is to preserve and then grow the real value of our clients wealth. this involves investing in assets that increase in value over time, beating inflation and avoiding large losses along the way.

On paper, wealth preservation looks easy, the challenge comes with actually delivering it, consistently and well through thick and thin.

OUR APPROACH

We build portfolios for our clients with two distinct parts. One side of the portfolio is focused on opportunities for creating wealth, we call these return assets. The other side of the portfolio is focused on mitigating risk. Here, we hold diversifying assets that will help preserve capital and offer protection. By combining these assets in the way that we do, the portfolio can deliver inflation beating returns while also cushioning against the inevitable challenges on the investment road.

Most of our clients are families and entrepreneurs who have worked hard to build their wealth. They are looking to us to preserve and grow this wealth, not to create a second fortune. Equally important, we believe preservation first is the right approach to take to the financial markets, successful investing over the long term is more about avoiding disasters then delivering great results in any one year.

OUR SERVICES

Within investments, most clients appoint us to manage a portfolio on their behalf. We also offer strategic investment advise, providing and independent expert view on both investment strategy and asset allocation.

DISCRETIONARY SERVICES

Our discretionary investment service allows clients to delegate the management of their portfolios to an investment professional. While many of our clients select us as their sole investment manager, for some clients we´re one of a number of investment advisers. After thorough consultation, the investment manager and client agree on a long term investment strategy, which will reflect the clients individual investment goals and attitude to risk.

ADVISORY SERVICES

Our advisory investment services have been designed for those of our clients who like to be actively involved in decision making. We provide investment ideas, advise and guidance but the client retains ultimate investment control. We aim to build strong partnerships with our advisory clients, based on active engagement and regular communication.

BANKING

Our investment management offering is supported by our discreet personal banking service which offers access to cash, credit, custody and safe deposits from centers in Switzerland.

We provide:

  • Current and fixed term deposit accounts.
  • Debit and credit cards.
  • Foreign exchange facilities. These can be used both for transnational needs as well as to re- balance currency risk across clients assets.
  • Credit services secured by a diversified investment portfolio. This include fixed term loans, guarantees and current account overdrafts.
  • Placement of judiciary deposits through our banks counter party network.

TRUST

Platinum fund is a world leader in trust and fiduciary services. Our trust companies operate throughout the major financial centers in Europe, the Caribbean and Asia.

We have expertise in establishing, managing and developing structures to hold a wide range of assets, including family owned businesses, real estate, yachts and art collections. International tax laws and regulations are constantly evolving. Our teams of trust experts ensure that our clients financial arrangements keep pace with the changing environment. They can also relieve the burden of management assets by taking on the responsibilities of monitoring and administration.

Changes in personal circumstances are as important as changes in the wider world. As our clients families, lifestyles and priorities alter over time, we work with them to review and revise the way their assets are managed.

“personal financial wealth building for you in a simple, easy and informative way.”
PLATINUM : SENIOR ADVISOR