In an ever-changing world, families facing the challenge of managing their wealth internationally require innovative, intricate flexible solutions. A dedicated team at SGPB Hambros and Kleinwort Benson specialises in advising domestic and international clients by leveraging our global resources to support them in the development and realisation of their plans, no matter how complicated.
Due to the complexity of managing wealth across different jurisdictions, we have created a dedicated approach for wealthy clients including, but not limited to, tailored banking, credit, wealth planning, fiduciary and investment management solutions. Depending on their needs, whether it is in relation to a family business or the family’s private wealth, our specialists will guide clients through the options available. We can help to create a succession plan, to facilitate the transition of wealth, and can even assist clients with relocation to another country.
With interest rates and investment returns still relatively low, many families are also looking to reduce their administrative costs; the Kleinwort Benson Private Investment Office (PIO) can provide services typically offered by both single and multi-family offices including advice on governance issues, selecting and monitoring third party investment managers. Alongside this, the PIO have designed Integrated Reporting and Investment Surveillance (IRIS) to meet the specific needs of families with substantial and complex wealth.
Typically, our clients have a number of investing entities, invest in multiple asset classes, and have many banking and investment relationships. Using this sophisticated technology, we capture all securities and transactions across the entire investment portfolio. This allows our clients to manage their wealth effectively, while benefiting from the cost savings of an outsourced model.
Using a multi-asset approach to reflect a client’s specific asset allocation objectives, our SGPB Hambros advisers can manage a range of portfolios, covering core investment profiles, or create a bespoke tailor-made solution.
Structured notes and derivative solutions provide an alternative to traditional investments and our SGPB Market Solutions Specialists are there to help those who wish to follow this route. We have 150 specialists1 across the private banking network who monitor financial markets to advise our clients wherever they may be.
Kleinwort Benson’s Private Merchant Banking (PMB) team can provide direct access to private equity opportunities, identifying segments and themes that offer diversity. PMB are a team of specialists who provide corporate finance services to business owners, from sourcing equity investment, acquisitions and mezzanine finance through to sourcing UK and European commercial real estate investment opportunities.
Our dedicated and experienced team have a wealth of knowledge allowing them to understand the complexity of situations affecting multigenerational families and cross-border issues, making us the main trusted advisor to certain families. We can quickly identify the issues needing attention and assemble the appropriate team of specialists to create the right strategy for the client.