OUR AREAS OF EXPERTISE
Wealth protection can create many obstacles and challenges. Our key wealth management solutions are concentrated on the intricate requirements of all our clients to pursue and strengthen their financial possibilities by orchestrating assets and resources towards forging alternative opportunities to obtain your goals.
Christian Brothers Financial Services distinguishes that as you amalgamate assets, the compound of your financial management increases. Christian Brothers Financial Services’ financial decision-making can have an overwhelming ramification on the quality of your life, which is why we here at Christian Brothers Financial Services analyse in great detail all bearings of your financial life to diagnose areas that we feel you need to elevate your financial efficiency to identify the very best solutions to achieve your financial goals and aspirations.
Christian Brothers Financial Services ensure that the financial well-being of each client is at the centre of every action and decision we make.
Christian Brothers Financial Services offers a peerless asset management service to our global client base of high net-worth individuals, investors and their families, each of which have gone through an alternative journey through life and have a unique set of criteria that form the basis of their financial goals and aspirations.
Christian Brothers Financial Services delivers customised solutions and services which seek to enhance the overall client experience and to deliver results and surpass what is typically expected from a leading wealth management firm.
For over 10 years, experience shows that the two main predominant concerns that clients who have gained significant wealth and assets are:
Christian Brothers Financial Services’ management solutions are designed to benefit the specific needs and requirements of each client. Christian Brothers Financial Services encourages clients to be actively involved in decision-making processes, however, we appreciate that most clients have personal or family agendas, therefore, handing the responsibility of their financial affairs to our dedicated Personal Advisors and Christian Brothers Financial Services’ bespoke asset management solutions.
Christian Brothers Financial Services offshore private wealth management provides our clients with an array of services to safeguard your assets and minimize tax exposure.
Christian Brothers Financial Services is well placed to assist individual clients achieve their financial goals and objectives. Our bespoke investment service, based on our distinguished client-focused approach to investing, can provide all our clients with funding streams for retirement, to help with a child’s education, to fund property purchases, for business expansion and acquisition, for unexpected healthcare costs, or simply to provide for loved ones after death.
Christian Brothers Financial Services’ dedicated Advisors will work with each individual client on a one-to-one basis to establish their financial goals and aspirations, and devise a wealth management strategy to fit their needs.
In today’s rapidly evolving environment, under-performing portfolios require strategic action in a timely fashion. Timing is imperative. Here at Christian Brothers Financial Services, we tailor each and every individual client’s portfolios to achieve their distinctive financial goals.
Christian Brothers Financial Services’ dedicated team of specialists work hand-in-hand with clients to galvanize a fully diversified and flexible portfolio which contains the correct balance of risk to reward by widening investments across a wide array of asset classes. Christian Brothers Financial Services believe putting your eggs in different baskets will not only protect assets but boost performance to gain attractive returns on your investment.
Christian Brothers Financial Services’ team is on hand today to offer you more information on how a fully diversified portfolio can help to manage your wealth and minimise any risk.
Clients of Christian Brothers Financial Services will acquire all the benefits of investing with an independent wealth management company, including choice opportunities to invest in new and emerging companies from globally. Christian Brothers Financial Services can offer a regular supply of up to date and reliable information from our dedicated research team of seasoned industry professionals, current and historical market data and the design and management of tailored investment services which is backed up by Christian Brothers Financial Services’ credible and dependable one-on-one client-focused approach to investing.
Christian Brothers Financial Services’ existence throughout South East Asia, and a trusted network of entities built up through years of successful trading. This helps us provide market investor information accumulated from precise market research and opportunities to invest in new and emerging companies in all major asset classes across the board.
Christian Brothers Financial Services’ dedicated team of Advisors are well placed to create opportunities to protect and maximise your wealth. In addition to this, Christian Brothers Financial Services offers access to our leading tailored investment service to suit individual investment strategies and bespoke portfolios can be positioned and executed by our prominent investment team.
Christian Brothers Financial Services’ believe that it is unreasonable to assume that most people do not give premature though towards their legacy, yet reasonable to suggest that these thoughts rarely are put into action.
Christian Brothers Financial Services are seasoned professionals in explain estate planning which is the cycle of effective and efficient transfer of wealth onto the next generation, whereas legacy planning refers to the distribution of your personal assets to a desirable cause which complements your beliefs and values such as philanthropy, community or charity.
Christian Brothers Financial Services designs and implements sophisticated estate and legacy solutions in the way of tax efficient trusts to be dispersed in the precise fashion as requested by the trustee.
Christian Brothers Financial Services’ international tax professionals are able to commend and activate trusts based on specific criteria.
Christian Brothers Financial Services have direct access to a vast array of strategically positioned regions with each jurisdiction presenting a contrasting range of benefits dependent upon the desired outcome of the trust layout.
Christian Brothers Financial Services’ Trust Division has assisted many of our clients, and their families, to shape their legacies and transfer their wealth, by defining and implementing estate plans and wealth transfer strategies. You can, in collaboration with your Christian Brothers Financial Services team, develop a prudent estate plan that can assist you to control how your wealth and assets are transferred to your loved ones.
Christian Brothers Financial Services’ Trust Division together with Christian Brothers Financial Services’ Private Investment Advisor will work alongside your legal and tax teams hand in hand to get to the bottom of any complicated estate planning issues and construct bespoke strategies to meet your requirements head-on.
Christian Brothers Financial Services delivers you with astute knowledge and experience in order to help you to manage your wealth, whether we are to serve in the role of corporate trustee or as an agent for trustee.
Your dedicated Personal Advisor will construct estate and trust solutions where necessary which include a variety of benefits: