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International Financial Adviser(or Independent Financial Adviser)

Investment Advisory Mandates

We manage your assets according to your individual portfolio and personal circumstance.

Proactive Investment advice

Access to market specialist(direct or indirect)

Tailor-made investment strategies

Active risk & portfolio monitoring

Privileged access to market information

Investment Services

We support you with ongoing investment advice and monitoring

Real Estate(Asia, USA, Canada)

Open product architecture

Investment ideas and recommendations

Access to JB research and investment strategy

Trading platform for all asset classes

Wealth & Tax Planning

Value-added services

Global network of expert know-how in:

Wealth structuring

Tax advisory include relocation

Succession and financial planning

Fiduciary service and structures

Credit

Value-added services

Insurance Financing 

Special credit structuring via global private banks

Global Custody

Value-added services

Centralised safekeeping and administration of securities

Worldwide settlement of transactions 

Uniform reporting of individual or consolidated portfolios