Platiunum banus investments.  Wealth management investments delivering to high-net-worth investors. Generally this includes advice on the use of various estate planning vehicles, business-succession or stock-option planning, and the occasional use of hedging derivatives for large blocks of stock.

Wealth Management

At Platinum Banus Investments we strive 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.

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.

Platinum Banus Investment Discipline

Wealth management as an investment-advisory discipline incorporates financial planning, investment portfolio management and a number of aggregated financial services.

Wealth management is a high-level professional service that combines financial/investment advice, accounting/tax services, retirement planning and legal/estate planning for one fee. Clients work with a single wealth manager who coordinates input from financial experts and can include coordinating advice from the client’s own attorney, accountants and insurance agent. Some wealth managers also provide banking services or advice on philanthropic activities.

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.