BKMS helps you to consolidate complex wealth management issues, supports you with a broad range of financial matters, acts as a coordinator

Size: px
Start display at page:

Download "BKMS helps you to consolidate complex wealth management issues, supports you with a broad range of financial matters, acts as a coordinator"

Transcription

1 BKMS helps you to consolidate complex wealth management issues, supports you with a broad range of financial matters, acts as a coordinator for most of your needs, without having the need to deal with various banks, advisors and professionals yourself. BKMS offers professional multi-family-office services in order to support wealthy families with the management, organisation and maintenance of their wealth. BKMS corporates with a variety of professionals in order to setup state of the art, tailor made services adjusted to the needs and satisfaction of each family The benefits of Multi Family Office Services - Single point of contact for all the issues - Dedicated professionals appointed for each family - Pool of services, support and know how under the same roof

2 Administrative Services Tax Planning Wealth planning Corporate Consulting Legal Services Trust Services Business Intelligence Concierge Services

3 BKMS is covering a broad spectrum of industries, taking into account the required accounting treatment and tax implications as well as the challenging international regulatory framework. BKMS in-depth knowledge of the financial structures in various jurisdictions helps the family to design, implement and administrate efficient corporate structures. Domiciliation, fiduciary and nominee services are provided upon a tailor-made platform in order to best fit the needs of the family. Our services include among other o Incorporation of companies o nominee shareholder o nominee director o secretarial services o register address o administrative assistance o compliance services o accounting and auditing services o Invoice administration o cash management o Bank account opening services

4 BKMS is offering services for Tax and Wealth Planning in the global market with the aim to optimize and apply an BKMS is here to support you, provide solutions to these challenges, and help you understand complex efficient strategy for preserving and growing the family s wealth. situations inside or outside your home jurisdiction. We are serving the best interests of the family, in every transaction, building up trust and long-term relationships. The need to plan is essential in order to meet complex compliance requirements, often Navigating a complex legislative environment in the global market, by utilising the right strategy and creating the suitable structure helps you to recognise the risk parameters and take the appropriate steps to protect your wealth. across various jurisdictions and wealth categories.

5 Venture capital Diversification strategies Corporate strategies Cost optimization consulting Preparation of business plans Evaluation of business opportunities Risk management and monitoring Negotiating investment Market and sector analysis Our primary aim is to assist firms in their task of optimizing their operational and investment sustainability by offering services, which benefit from the advantages of the corporate environment in various jurisdictions.

6 The services that we offer are BKMS is cooperating with a law firm specialized in a wide spectrum of international legal issues related to the multi family office services. among others o restructuring o acquisitions o due diligence o cooperation agreements o mergers o trusts o Intellectual Property o Immovable Property

7 o Asset Tracing and BKMS is specialized in high-level networking and business intelligence by offering among others a wide range of business support services such as: Recovery Program o Background checks o Brand protection o Reputation management o Competitive intelligence o Geopolitical intelligence o Insurance claims fraud o Internal investigations o Litigation support

8 BKMS has dedicated resources for proactively managing the family s needs regarding the following concierge services Private secretary services Travel arrangements Personal matters Organising membership for private clubs and societies Hiring chauffeurs Organising private events

MANAGER SELECT. Exclusive Strategies for Unique Goals

MANAGER SELECT. Exclusive Strategies for Unique Goals MANAGER SELECT Exclusive Strategies for Unique Goals 2 MANAGER SELECT YOUR FINANCIAL SITUATION IS UNIQUE TO YOU You may have a variety of investment goals that range from capital preservation to accumulation

More information

Altera Private Access partners with wealth managers

Altera Private Access partners with wealth managers Altera Private Access partners with wealth managers SUPPORTING FINANCIAL ADVISORS Altera is the ultimate access platform for alternative assets. We offer an objective, unbiased approach to research, coupled

More information

Customized Target Date Solutions

Customized Target Date Solutions Customized Target Date Solutions Multi-asset class strategies tailored for plan-specific needs and goals J.P. Morgan Asset Management s defined contribution expertise and outcome-focused portfolio structuring

More information

AN OVERVIEW OF THE FIRM S SERVICES

AN OVERVIEW OF THE FIRM S SERVICES AN OVERVIEW OF THE FIRM S SERVICES From its inception, the Firm has focused on the issues that are important to individuals and families with significant assets. During its history, the Firm has increasingly

More information

About STANLIB STANLIB Kenya. Our clients STANLIB Kenya funds. STANLIB Equity Fund. STANLIB Money Market Fund. STANLIB Balanced Fund.

About STANLIB STANLIB Kenya. Our clients STANLIB Kenya funds. STANLIB Equity Fund. STANLIB Money Market Fund. STANLIB Balanced Fund. STANLIB Kenya 01 About STANLIB STANLIB Kenya 02 Our clients STANLIB Kenya funds 03 STANLIB Equity Fund 04 STANLIB Money Market Fund 05 STANLIB Balanced Fund 06 STANLIB Bond Fund 07 Investment process

More information

What is your ideal future?

What is your ideal future? What is your ideal future? What We Do We are committed to helping individuals and institutions preserve their hard-earned capital and pursue steady, wise growth. Investments We create an ideal portfolio

More information

A trusted guide, counsel and expert for the things that matter over a lifetime.

A trusted guide, counsel and expert for the things that matter over a lifetime. A trusted guide, counsel and expert for the things that matter over a lifetime. Life is full of challenges, opportunities and, sometimes, unexpected moments. But they re not the same for everyone we re

More information

INTERNATIONAL CORPORATE SERVICES

INTERNATIONAL CORPORATE SERVICES BEYOND BORDERS ILS World is a global provider of independent fiduciary services to professional advisors, international corporate groups and private clients. We keep you moving forward. We put the right

More information

What You Need. Pilotage Private Wealth AG

What You Need. Pilotage Private Wealth AG What You Need to Know About Independent Asset Managers in Switzerland Dr. Gregg S. Robins Pilotage Private Wealth AG November 2015 1. Swiss IAMs in Brief: People and Offering Decades ago, individual private

More information

TRANSACTION ADVISORY SERVICES. Customized, value-added solutions every step of the way

TRANSACTION ADVISORY SERVICES. Customized, value-added solutions every step of the way TRANSACTION ADVISORY SERVICES Customized, value-added solutions every step of the way TRANSACTION ADVISORY SERVICES 3 TABLE OF CONTENTS THE REHMANN EXPERIENCE TRANSACTION ADVISORY SERVICE OFFERINGS YOUR

More information

Challenges Faced by Wealthy, Multi- Generational Family Real Estate Enterprises

Challenges Faced by Wealthy, Multi- Generational Family Real Estate Enterprises Challenges Faced by Wealthy, Multi- Generational Family Real Estate Enterprises Mark B. Rubin * Families who have created wealth over time through real estate development and ownership have even greater

More information

LPL RESEARCH AT A GLANCE WHO WE ARE WHAT WE DO MEMBER FINRA/SIPC

LPL RESEARCH AT A GLANCE WHO WE ARE WHAT WE DO MEMBER FINRA/SIPC LPL RESEARCH WHO WE ARE WHAT WE DO AT A GLANCE MEMBER FINRA/SIPC 1 ADVISOR S TRUSTED PARTNER LPL Research is your advisor s trusted partner. Our mission is simple: Provide independent and objective investment

More information

PURSUE FINANCIAL INDEPENDENCE THROUGH POWERFUL ADVICE Strategic Wealth Management

PURSUE FINANCIAL INDEPENDENCE THROUGH POWERFUL ADVICE Strategic Wealth Management PURSUE FINANCIAL INDEPENDENCE THROUGH POWERFUL ADVICE Strategic Wealth Management DEFINE WHAT FINANCIAL INDEPENDENCE MEANS TO YOU What does financial independence mean to you? A comfortable retirement?

More information

Our continued success is reliant upon achieving our clients investment objectives.

Our continued success is reliant upon achieving our clients investment objectives. Strategic report Strategy and business review Our business model starts with our clients. Our continued success is reliant upon achieving our clients investment objectives. It is only by demonstrating

More information

Best practices for multiple sub-adviser mutual funds

Best practices for multiple sub-adviser mutual funds Best practices for multiple sub-adviser mutual funds Operational and compliance best practices for mutual fund portfolios with multiple sub-advisers Proliferation of sub-advised mutual funds The continual

More information

About STANLIB STANLIB Kenya. STANLIB Kenya Money Market Fund. STANLIB Kenya Balanced Fund. STANLIB Kenya Equity Fund. STANLIB Kenya Bond Fund

About STANLIB STANLIB Kenya. STANLIB Kenya Money Market Fund. STANLIB Kenya Balanced Fund. STANLIB Kenya Equity Fund. STANLIB Kenya Bond Fund STANLIB Kenya 01 About STANLIB STANLIB Kenya 03 STANLIB Kenya Money Market Fund 04 STANLIB Kenya Balanced Fund 05 STANLIB Kenya Equity Fund 06 STANLIB Kenya Bond Fund 07 Team profiles 09 General information

More information

investment guide discipline We help protect and build wealth through a multiasset class approach.

investment guide discipline We help protect and build wealth through a multiasset class approach. ideas At Brinker Capital, we look beyond the traditional methods of investing to help grow real purchasing power for our clients over the long term. discipline We help protect and build wealth through

More information

British Virgin Islands

British Virgin Islands British Virgin Islands www.onealwebster.com Paul Webster, Q.C. Senior Partner and Head of Litigation Key practice areas: Corporate Insolvency, Commercial Litigation Email: pwebster@onealwebster.com Kerry

More information

Diversified Managed Allocations

Diversified Managed Allocations Diversified Managed Allocations Multi-strategy portfolios with a focus on flexibility Is this program right for you? DMA is designed for investors who: Want experienced, professional money managers to

More information

To us there are no foreign markets. Managed Portfolio Service. Dynamic solutions in an ever changing world

To us there are no foreign markets. Managed Portfolio Service. Dynamic solutions in an ever changing world To us there are no foreign markets. Managed Portfolio Service Dynamic solutions in an ever changing world N38º41 58 W109º42 9 INVESTMENT OUTCOME NEW BEGINNINGS, USA Your world isn t confined to a single

More information

Tokyo Office. Local Roots OVER FOUR DECADES IN JAPAN. Japanese attorneys. Gaikokuho Jimu Bengoshi. Tax attorneys.

Tokyo Office. Local Roots OVER FOUR DECADES IN JAPAN. Japanese attorneys. Gaikokuho Jimu Bengoshi. Tax attorneys. TOKYO Local Roots OVER FOUR DECADES IN JAPAN Baker & McKenzie (Gaikokuho Joint Enterprise) is one of Japan s leading international law firms as well as one of its oldest. It is also the largest foreign

More information

Portfolio Management Consultants Supporting Enterprises, Advisors, and their Clients

Portfolio Management Consultants Supporting Enterprises, Advisors, and their Clients Portfolio Management Consultants Supporting Enterprises, Advisors, and their Clients Envestnet PMC is the ultimate advisor to the advisor. We offer an objective, unbiased approach to research, coupled

More information

Corporate clients. Who is Maitland? Contents. maitlandgroup.com

Corporate clients. Who is Maitland? Contents. maitlandgroup.com Corporate clients Who is Maitland? Maitland is a global advisory, administration and family office firm providing seamless multi-jurisdictional legal, tax, fiduciary, investment and fund administration

More information

THE INNOVATIVE SWISS FINANCIAL PLATFORM LET'S BUILD TOGETHER

THE INNOVATIVE SWISS FINANCIAL PLATFORM LET'S BUILD TOGETHER THE INNOVATIVE SWISS FINANCIAL PLATFORM LET'S BUILD TOGETHER Who are we? SEQUOIA is a Swiss provider of global investment management and estate planning solutions which aims to assist financial institutions,

More information

Oil and Gas Consultancy. Actuarial and risk management services for the Upstream Oil and Gas industry

Oil and Gas Consultancy. Actuarial and risk management services for the Upstream Oil and Gas industry Oil and Gas Consultancy Actuarial and risk management services for the Upstream Oil and Gas industry Actuaries are acknowledged as the leading profession for understanding and quantifying risk, pricing

More information

Corporate debt recovery. The ideal partner for your credit management needs

Corporate debt recovery. The ideal partner for your credit management needs Corporate debt recovery The ideal partner for your credit management needs Established in 2001, Hilton-Baird Collection Services provides award-winning commercial debt recovery services to the UK s corporate

More information

Tax Fully integrated services

Tax Fully integrated services Fully integrated services Our expertise and pragmatism stretches across borders. Fully integrated services Who are we? Full service law firm is a full service law firm with an overall integrated approach

More information

1 Our Commitment. 3 Our Mission. 8 Our People. The Lonske Group at Morgan Stanley

1 Our Commitment. 3 Our Mission. 8 Our People. The Lonske Group at Morgan Stanley 1 Our Commitment 3 Our Mission 8 Our People The Lonske Group at Morgan Stanley Our Commitment: To help preserve your wealth and enhance your life Those with the skills and determination to create significant

More information

W W W. Y I A N N A K A S. C O M. C Y

W W W. Y I A N N A K A S. C O M. C Y W W W. Y I A N N A K A S. C O M. C Y C Y P R U S L E A D I N G L A W F I R M W H A T C L I E N T S S A Y A B O U T U S :...the firm is well known for the high quality of services Our Firm 24/7 support

More information

Investing with Impact. Creating Economic, Social and Environmental Value

Investing with Impact. Creating Economic, Social and Environmental Value Investing with Impact Creating Economic, Social and Environmental Value Delivering Value Across Multiple Dimensions The Investing with Impact Platform focuses on flexibility and engagement, allowing both

More information

Learn More About: Glass Jacobson Financial Group 401(k) Plan Services

Learn More About: Glass Jacobson Financial Group 401(k) Plan Services Learn More About: Glass Jacobson Financial Group 401(k) Plan Services NAVIGATING THE PATH TO FINANCIAL SUCCESS Glass Jacobson has played a proactive role in creating financial success for businesses and

More information

Wealth Management Comprehensive, tailored wealth advice

Wealth Management Comprehensive, tailored wealth advice WEALTH MANAGEMENT Wealth Management WEALTH MANAGEMENT PROFILE Comprehensive, tailored wealth advice Heading Mission To help private business owners, high net worth individuals and families gain and / or

More information

J.P. Morgan Global Liquidity

J.P. Morgan Global Liquidity J.P. Morgan Global Liquidity FOR INSTITUTIONAL AND PROFESSIONAL INVESTORS ONLY NOT FOR RETAIL USE OR DISTRIBUTION 2 Introducing J.P.Morgan Global Liquidity YOUR PARTNER: One of the world s largest liquidity

More information

Key risks and mitigations

Key risks and mitigations Key risks and mitigations This section explains how we control and manage the risks in our business. It outlines key risks, how we mitigate them and our assessment of their potential impact on our business

More information

EXECUTIVE SEARCH INTERIM MANAGEMENT CORPORATE FINANCE

EXECUTIVE SEARCH INTERIM MANAGEMENT CORPORATE FINANCE F O R S T E R C H A S E EXECUTIVE SEARCH INTERIM MANAGEMENT CORPORATE FINANCE - 1 - INTRODUCTION Forster Chase Executive Search is part of the group of businesses under the Forster Chase banner and is

More information

Your financial affairs in a safe pair of hands

Your financial affairs in a safe pair of hands Your financial affairs in a safe pair of hands NLP Financial Management NLP Financial Management Limited offers a rare mix of portfolio management and financial planning. The principal aim of our service

More information

The Australian Investment Scheme for retirees currently offers the quickest route to permanent residency. Our team ensure it is a simple,

The Australian Investment Scheme for retirees currently offers the quickest route to permanent residency. Our team ensure it is a simple, INVEST IN AUSTRALIA The Australian Investment Scheme for retirees currently offers the quickest route to permanent residency. Our team ensure it is a simple, straightforward process. Australian Investment

More information

Alter Domus FRANCE WE RE WHERE YOU NEED US.

Alter Domus FRANCE WE RE WHERE YOU NEED US. WE RE WHERE YOU NEED US. Alter Domus is a fully integrated Fund and Corporate services provider, dedicated to international private equity & infrastructure houses, real estate firms, multinationals, private

More information

Managed Income Service wording for financial planners/advisers writing suitability reports to clients

Managed Income Service wording for financial planners/advisers writing suitability reports to clients Managed Income Service wording for financial planners/advisers writing suitability reports to clients About Thesis Asset Management Limited Thesis is a private limited company established in 1974 and has

More information

REINVENTING RETIREMENT BENEFIT CONSULTING, REALIZING RESULTS

REINVENTING RETIREMENT BENEFIT CONSULTING, REALIZING RESULTS comprehensive retirement plan consulting REINVENTING RETIREMENT BENEFIT CONSULTING, REALIZING RESULTS Trusted Independent Custom Expert Results. s t r a t e g i c r e t i r e m e n t g r o u p Strategic

More information

Risk Management. Policy No. 14. Document uncontrolled when printed DOCUMENT CONTROL. SSAA Vic

Risk Management. Policy No. 14. Document uncontrolled when printed DOCUMENT CONTROL. SSAA Vic Document uncontrolled when printed Policy No. 14 Risk Management DOCUMENT CONTROL Version: Date approved by Board: On behalf of Board: Jack Wegman 17 March 2015 26 March 2015 Denis Moroney President Next

More information

PAPER F3 FINANCIAL STRATEGY. Acorn Chapters

PAPER F3 FINANCIAL STRATEGY. Acorn Chapters PAPER F3 FINANCIAL STRATEGY Acorn Chapters 1 Introduction to financial strategy 2 Analysing performance 3 Planning and forecasting 4 Long term finance 5 Cost of capital & capital structures 6 CAPM 7 Dividend

More information

Custom Investment Outsourcing

Custom Investment Outsourcing Custom Investment Outsourcing Fay DeBellis, CFP, SIMC Senior Vice President Bryant Waller, CFP Financial Advisor For One-on-One Use Only With Clients and Prospects 2013-PS-327 11/13 The Importance of Managing

More information

Seasoned International Tax Professionals

Seasoned International Tax Professionals International Tax INTERNATIONAL TAX Seasoned International Tax Professionals RYAN S TEAM OF SEASONED INTERNATIONAL TAX PROFESSIONALS PROVIDES IN-DEPTH EXPERTISE IN ALL AREAS OF INCOME TAX, TRANSFER PRICING,

More information

Proposed Revision to the UK Stewardship Code Annex A - Revised UK Stewardship Code

Proposed Revision to the UK Stewardship Code Annex A - Revised UK Stewardship Code Consultation Financial Reporting Council January 2019 Proposed Revision to the UK Stewardship Code Annex A - Revised UK Stewardship Code The FRC s mission is to promote transparency and integrity in business

More information

3 What We Believe. 4 Our Wealth Management Process. 9 Beyond Your Investment Strategy. The Lenox Group at Morgan Stanley

3 What We Believe. 4 Our Wealth Management Process. 9 Beyond Your Investment Strategy. The Lenox Group at Morgan Stanley 3 What We Believe 4 Our Wealth Management Process 9 Beyond Your Investment Strategy The Lenox Group at Morgan Stanley the lenox group at morgan stanley wealth management Robertson H. Bennett Family Wealth

More information

Managing Risk For Financially Successful Families

Managing Risk For Financially Successful Families Managing Risk For Financially Successful Families Guide To Finding The Right Insurance Partners Personal Risk Services Contents Executive Summary 03 What to Look for in a Family Insurance Team 03 Who will

More information

Investment outsourcing options for your pension plan

Investment outsourcing options for your pension plan Fiduciary solutions for CORPORATE PENSION PLANS Investment outsourcing options for your pension plan INVESTED. TOGETHER. Managing complexity Managing a pension plan is not getting any easier. Rapid-fire

More information

TAX AND SUCCESSION PLANNING AFRICA

TAX AND SUCCESSION PLANNING AFRICA TAX AND SUCCESSION PLANNING AFRICA 1. TAX AND SUCCESSION PLANNING TEAM INTRODUCTION We understand that changes in tax law are invariably complicated and rarely welcome. Most importantly, they are almost

More information

IBSTOCK PLC SCHEDULE OF BOARD RESERVED MATTERS

IBSTOCK PLC SCHEDULE OF BOARD RESERVED MATTERS IBSTOCK PLC SCHEDULE OF BOARD RESERVED MATTERS The following are the matters which are specifically reserved for the board of Ibstock plc (the Company) and its subsidiaries (together, the Group): 1. STRATEGY

More information

TAX An overview of our practice

TAX An overview of our practice TAX An overview of our practice PwC Legal, SARL, Société d avocats indépendante inscrite au Barreau de Luxembourg - membre du réseau PwC. 2, rue Gerhard Mercator, L-2182 Luxembourg T: +352 26 48 42 1 -

More information

About STANLIB STANLIB Uganda. STANLIB Uganda Money Market Fund. STANLIB Uganda Umbrella Pension Fund. STANLIB Uganda Fixed Income Fund

About STANLIB STANLIB Uganda. STANLIB Uganda Money Market Fund. STANLIB Uganda Umbrella Pension Fund. STANLIB Uganda Fixed Income Fund STANLIB Uganda 01 About STANLIB STANLIB Uganda 04 STANLIB Uganda Money Market Fund 05 STANLIB Uganda Umbrella Pension Fund 06 STANLIB Uganda Fixed Income Fund 07 General Information Multi-specialist investment

More information

STANLIB Classic Preservation Pension Plan Terms and Conditions

STANLIB Classic Preservation Pension Plan Terms and Conditions STANLIB Classic Preservation Pension Plan Terms and Conditions Saving for your retirement is vital. The Classic Preservation Pension Plan allows you to save the money you receive from an employer pension

More information

The Kline Group at Morgan Stanley Smith Barney

The Kline Group at Morgan Stanley Smith Barney The Kline Group at Morgan Stanley Smith Barney We provide comprehensive wealth management advice and help connect all the pieces of your financial life. Our Mission Managing your assets can become not

More information

About STANLIB STANLIB Uganda. STANLIB Uganda Money Market Fund. STANLIB Uganda Umbrella Pension Fund. STANLIB Uganda Fixed Income Fund

About STANLIB STANLIB Uganda. STANLIB Uganda Money Market Fund. STANLIB Uganda Umbrella Pension Fund. STANLIB Uganda Fixed Income Fund 01 About STANLIB 04 Money Market Fund 05 Umbrella Pension Fund 06 Fixed Income Fund 07 General information Multi-specialist investment backed by 1 400* years of collective investment experience. stanlib.com/uganda

More information

Investment Management Philosophy

Investment Management Philosophy Investment Management Philosophy Executive Overview The investment marketplace has grown increasingly complex and unpredictable for individual investors. This reality may make it difficult for many people

More information

Bank of America Merrill Lynch Banking & Insurance CEO conference

Bank of America Merrill Lynch Banking & Insurance CEO conference Bank of America Merrill Lynch Banking & Insurance CEO conference Brian Hull Vice Chairman of Wealth Management Americas Head of Strategic Clients and Partnerships 27 September 2012 Cautionary statement

More information

Separately Managed Accounts. Investment Advisory Solutions for Today s Complex Markets

Separately Managed Accounts. Investment Advisory Solutions for Today s Complex Markets Separately Managed Accounts Investment Advisory Solutions for Today s Complex Markets Contents Consulting Group Overview Resources The GIC and Global Investment Manager Analysis Separately Managed Accounts

More information

Tax Advisory Services

Tax Advisory Services Tax Advisory Services thinking strategically to your best advantage With tax compliance so important and complex, BNKJ s comprehensive tax service begins long before returns are due or financial decisions

More information

Falck Group Tax Policy

Falck Group Tax Policy Falck Policy 2012 Falck Policy 1 CONTENTS 1 Introduction 2 2 Overall policy/principles 2 3 Responsibilities 3 4 Commercial Rationale 4 5 Policy on Disclosure 4 6 Use of external advisors 5 7 Review of

More information

Investing with Impact. Creating Economic, Social and Environmental Value

Investing with Impact. Creating Economic, Social and Environmental Value Investing with Impact Creating Economic, Social and Environmental Value Delivering Personalized Value The Investing with Impact Platform focuses on flexibility and engagement, allowing both targeted allocation

More information

REDEFINING WEALTH MANAGEMENT

REDEFINING WEALTH MANAGEMENT REDEFINING WEALTH MANAGEMENT SIMPLIFY YOUR FINANCIAL LIFE Wealth is always accompanied by complexity whether preserving assets in the face of volatile markets, leaving a legacy without subjecting heirs

More information

Are Alternatives Right for Your Portfolio?

Are Alternatives Right for Your Portfolio? Are Alternatives Right for Your Portfolio? Guide to Alternatives for Investors CUSTODY SERVICES Investors are always looking for ways to improve their portfolio diversification to meet long-term investment

More information

Seeing the world from your perspective

Seeing the world from your perspective Seeing the world from your perspective BIGGER PICTURE OFFSHORE LAW SPECIALISTS BRITISH VIRGIN ISLANDS CAYMAN ISLANDS GUERNSEY JERSEY CAPE TOWN HONG KONG LONDON SINGAPORE 1 / careyolsen.com Contents OUR

More information

Making decisions that will affect your life and the lives of those you care about is a deeply personal experience.

Making decisions that will affect your life and the lives of those you care about is a deeply personal experience. TD Wealth Making decisions that will affect your life and the lives of those you care about is a deeply personal experience. At TD, we believe that each client s needs and goals are truly unique, and that

More information

Wealth creation is achieved by steering you in the right direction, delivered through our expertise and trusted Management

Wealth creation is achieved by steering you in the right direction, delivered through our expertise and trusted Management Wealth creation is achieved by steering you in the right direction, delivered through our expertise and trusted Management Wealth management Creating and preserving wealth. About Mattioli Woods plc What

More information

The Hamilton Retirement Planning Group at Morgan Stanley. Helping clients transition into retirement

The Hamilton Retirement Planning Group at Morgan Stanley. Helping clients transition into retirement The Hamilton Retirement Planning Group at Morgan Stanley Helping clients transition into retirement 4520 Main Street, 8th Floor Kansas City, MO 64111 816-932-7856 / MAIN 800-821-6119 / TOLL-FREE 816-932-7836

More information

Fiduciary Investment Services. Fiduciary Protection for Your Retirement Plan

Fiduciary Investment Services. Fiduciary Protection for Your Retirement Plan Fiduciary Investment Services Fiduciary Protection for Your Retirement Plan Leading Financial Services Organization Serving Consumers and Institutions With roots in commercial banking that date back to

More information

Sowell Management Services is a Fee-Based Third

Sowell Management Services is a Fee-Based Third 2014 AMERICA S BEST TAMPS YOUR INSIDE LOOK AT THE BEST TURN-KEY ASSET MANAGEMENT PROGRAMS FOR FINANCIAL ADVISORS, FAMILY OFFICES AND BROKER-DEALER REPRESENTATIVES. America s Best TAMPs Sowell Management

More information

P.G.D.C.M.M. Examination, : MANAGEMENT PRINCIPLES AND PRACTICES (New) (2008 Pattern)

P.G.D.C.M.M. Examination, : MANAGEMENT PRINCIPLES AND PRACTICES (New) (2008 Pattern) *3991101* [3991] 101 101 : MANAGEMENT PRINCIPLES AND PRACTICES (New) (2008 Pattern) Time : 3 Hours Max. Marks : 70 Instructions : a) Attempt any five questions. b) Each question carry equal marks. 1. Describe

More information

Aspire. Pursue. Realize. The Fleet Private Clients Group

Aspire. Pursue. Realize. The Fleet Private Clients Group Aspire. Pursue. Realize. The Fleet Private Clients Group Dedicated to the pursuit of excellence The Fleet Private Clients Group is a specialized division of Fleet with capabilities designed to meet the

More information

Perspective Talanx our strategy

Perspective Talanx our strategy Perspective Talanx our strategy Foreword Dear Reader, Herbert K. Haas Chairman of the Board of Management of Talanx AG In a large international group such as Talanx we need an overall strategy that enables

More information

Financial Services Guide

Financial Services Guide Financial Services Guide Version 8 Date: 21 st January 2015 The documents you will receive from us About our Licensee Financial Services Guide This Financial Services Guide is designed to clarify who we

More information

Private Wealth Deloitte 2015 Wealth planning in a more stable environment Private Wealth 1

Private Wealth Deloitte 2015 Wealth planning in a more stable environment Private Wealth 1 Private Wealth Deloitte 2015 Wealth planning in a more stable environment 1 Your contacts in Luxembourg Private Wealth Leader Advisory & Consulting Pierre-Jean Estagerie Partner - Tax +352 451 452 846

More information

T H E KARTHEISER GROUP AT M O R G A N S TA N L E Y P R I VAT E W E A LT H M A N A G E M E N T

T H E KARTHEISER GROUP AT M O R G A N S TA N L E Y P R I VAT E W E A LT H M A N A G E M E N T T H E KARTHEISER GROUP AT M O R G A N S TA N L E Y P R I VAT E W E A LT H M A N A G E M E N T JOE KARTHEISER, CFP, CIMA EXECUTIVE DIRECTOR PRIVATE WEALTH ADVISOR 312-419-3337 joe.kartheiser@morganstanleypwm.com

More information

UBS Discretionary Portfolio Management Service Working to protect, conserve and maximise your wealth. You and us.

UBS Discretionary Portfolio Management Service Working to protect, conserve and maximise your wealth. You and us. UBS Discretionary Portfolio Management Service Working to protect, conserve and maximise your wealth. You and us. Comprehensive, customised investment management For Private Clients, Companies and Trustees

More information

Business Plan

Business Plan Business Plan 2017-2019 Contents Executive Summary 3 Introduction 4 1. Market trends 5 2. Member survey 6 3. Strategy 2017-2019 9 Key Priorities 2017-2019 1. Professional 11 2. Research 12 3. Market Information

More information

Allianz Global Investors. ESG Policy Framework

Allianz Global Investors. ESG Policy Framework Allianz Global Investors ESG Policy Framework Introduction Allianz Global Investors (AllianzGI) is one of the world s leading active investment managers, providing a diverse range of active investment

More information

Personal Share Portfolio. (Regulation 28 Compliant)

Personal Share Portfolio. (Regulation 28 Compliant) Personal Share Portfolio (Regulation 28 Compliant) Sasfin Securities is committed to growing the wealth of our clients by managing their portfolios in the spirit of partnership. Since our establishment

More information

AT MORGAN STANLEY. Discretionary Portfolio Management Platform

AT MORGAN STANLEY. Discretionary Portfolio Management Platform 2751 Centerville Rd, Suite 104 Two Little Falls Centre Wilmington, DE 19808 302.636.5541 302.636.5537 Discretionary Portfolio Management Platform TH E GE HRT /YAAKOVIAN GROUP AT MORGAN STANLEY At The Gehrt/Yaakovian

More information

Transforming and innovating

Transforming and innovating Transforming and innovating Eric Rutten December 1, 2017 CEO Aegon Bank Helping people achieve a lifetime of financial security 1 Summary Cornerstone of strategy Aegon Bank is a focused player in financial

More information

Wealthselect. Managed portfolio service. We ll help you get there. For financial advisers only

Wealthselect. Managed portfolio service. We ll help you get there. For financial advisers only Wealthselect Managed portfolio service For financial advisers only pensions investment PROTECTION We ll help you get there A high quality solution to meet your clients investment goals Contents A high

More information

Alter Domus AUSTRALIA

Alter Domus AUSTRALIA WE RE WHERE YOU NEED US. Alter Domus is a fully integrated Fund and Corporate services provider, dedicated to international private equity & infrastructure houses, real estate firms, multinationals, private

More information

Evolution of Institutional Investing into Alternatives

Evolution of Institutional Investing into Alternatives Evolution of Institutional Investing into Alternatives ALTERNATIVE HEDGE FUNDS ARE MORE POPULAR THAN EVER. What used to be a vehicle for high net worth investors chasing big returns has evolved into one

More information

BE THE ONE Take on The Challenge Create Your Legacy

BE THE ONE Take on The Challenge Create Your Legacy BE THE ONE Take on The Challenge Create Your Legacy Content Vision Key Facts No.1 Development Department Management Trainee Programme Graduate Programme Requirement Recruitment Process VISION Your Premier

More information

VELINDRE NHS TRUST CHARITABLE FUNDS

VELINDRE NHS TRUST CHARITABLE FUNDS VELINDRE NHS TRUST CHARITABLE FUNDS REF: CFC BLACK 004 CHARITABLE FUNDS INVESTMENT POLICY Next Review: July 2015 EXECUTIVE SUMMARY Charitable Funds Overview Who is the policy intended for: Key Messages

More information

Embarking on the IPO Journey. kpmg.com

Embarking on the IPO Journey. kpmg.com Embarking on the IPO Journey kpmg.com 1 Embarking on the IPO Journey Embarking on the IPO Journey The reasons for pursuing a public offering are as varied and unique as your company. You may be interested

More information

Prospects. The Role of the Corporate Advisor

Prospects. The Role of the Corporate Advisor Prospects The Role of the Corporate Advisor This booklet has been created in cooperation with Grant Thornton Services Ltd. The Corporate Advisor Small and medium-sized enterprises (SMEs) in Malta can access

More information

An ASO Must Comply with the Requirements of Chapter 172 in Order to be Eligible to Enjoy the Benefits of Chapter 172.

An ASO Must Comply with the Requirements of Chapter 172 in Order to be Eligible to Enjoy the Benefits of Chapter 172. An ASO Must Comply with the Requirements of Chapter 172 in Order to be Eligible to Enjoy the Benefits of Chapter 172. Champion the Integrity of the Healthcare Dollar by Optimized Efficient Performance

More information

Corporate clients. Who is Maitland? Contents. maitlandgroup.com

Corporate clients. Who is Maitland? Contents. maitlandgroup.com Corporate clients Who is Maitland? Maitland is a global advisory, administration and family office firm providing seamless multijurisdictional legal, fiduciary, investment and fund administration services

More information

INVESTOR GUIDE MACKENZIE PRIVATE WEALTH COUNSEL

INVESTOR GUIDE MACKENZIE PRIVATE WEALTH COUNSEL INVESTOR GUIDE MACKENZIE PRIVATE WEALTH COUNSEL A complete wealth management service As a high net worth investor, we appreciate that you have complex needs. Mackenzie Private Wealth Counsel is dedicated

More information

EVOLUTION OF INSTITUTIONAL INVESTING INTO ALTERNATIVES

EVOLUTION OF INSTITUTIONAL INVESTING INTO ALTERNATIVES EVOLUTION OF INSTITUTIONAL INVESTING INTO ALTERNATIVES ALTERNATIVE HEDGE FUNDS ARE MORE POPULAR THAN EVER. What used to be a vehicle for high net worth investors chasing big returns has evolved into one

More information

Products and Services

Products and Services Products and Services Everyday Banking Citigold Private Client Centres The Citigold Private Client Centre is an exclusive, cultured and professional environment presenting our valued clients with personalised

More information

CHARTER PEOPLE S UNITED FINANCIAL, INC. ENTERPRISE RISK COMMITTEE

CHARTER PEOPLE S UNITED FINANCIAL, INC. ENTERPRISE RISK COMMITTEE CHARTER PEOPLE S UNITED FINANCIAL, INC. ENTERPRISE RISK COMMITTEE Purpose and Authority: The Enterprise Risk Committee (the Committee ) has been established by the Board of Directors of People s United

More information

GENERAL RISK CONTROL AND MANAGEMENT POLICY

GENERAL RISK CONTROL AND MANAGEMENT POLICY GENERAL RISK CONTROL AND MANAGEMENT POLICY Translation originally issued in Spanish and prepared in accordance with the regulatory applicable to the Group. In the event of a discrepancy, the Spanishlanguage

More information

Investments. ALTERNATIVES Build alternative investment portfolios. EQUITIES Build equities investment portfolios

Investments. ALTERNATIVES Build alternative investment portfolios. EQUITIES Build equities investment portfolios Investments BlackRock was founded by eight entrepreneurs who wanted to start a very different company. One that combined the best of a financial leader and a technology pioneer. And one that focused many

More information

STANLIB Classic Retirement Annuity Fund Terms and Conditions

STANLIB Classic Retirement Annuity Fund Terms and Conditions STANLIB Classic Retirement Annuity Fund Terms and Conditions The Classic Retirement Annuity Fund is ideal if you want to save for your retirement. You need flexibility when it comes to making a contribution

More information

Doing Business in India

Doing Business in India Doing Business in India Equi Corp Associates, Advocates & Solicitors TRANSACTION ADVICE LITIGATION Noida, Delhi-NCR, INDIA About Us Navigating a complex legal system takes knowledge, experience & skill.

More information

Brand Name Recognition and Participant-Friendly Provisions

Brand Name Recognition and Participant-Friendly Provisions The Ideal 401(k) Plan SM 7-8 Brand Name Recognition and Participant-Friendly Provisions Savant Participant Success Kit The following is the fifth in a series of six Savant position papers. The mission

More information

The Lehigh Valley Group at Morgan Stanley. Financial Planning for Businesses, Executives & Families

The Lehigh Valley Group at Morgan Stanley. Financial Planning for Businesses, Executives & Families The Lehigh Valley Group at Morgan Stanley Financial Planning for Businesses, Executives & Families 3500 Winchester Road Suite 100, Allentown, PA 18104 610-395-7700 / MAIN 800-433-4200 / TOLL-FREE 610-395-0694

More information