Institutional Services – Market Entry & Exit for Trust and Fiduciary Solutions

Wealth managers (including private banks, family offices and investment managers) often face crucial decisions regarding their core and non-core services. These decisions become even more acute as their clients become more ‘international’ as their wealth accumulates.

For some wealth managers, this provides an incentive to divest themselves of trust and fiduciary services as they seek to focus on core business. Conversely, wealth managers in developing markets may seek to build share of wallet by actively expanding their suite of services by offering their clients bespoke solutions involving trust and fiduciary services.

In either scenario, by partnering with us, wealth managers are able to focus on their own business model in the knowledge that we provide seamless expertise and experience in a non-competitive and highly complementary environment.