Corporate & Institutional Wealth Solutions
At Banque Patronus, we understand that managing wealth at a corporate and institutional level requires sophisticated strategies and tools. Our Wealth Solutions service is designed to help you navigate complex financial landscapes, optimize capital allocation, and drive long-term growth. We offer comprehensive wealth services tailored to your organization's unique financial objectives:
Strategic financial solutions to optimize corporate and institutional wealth and asset management.
International Investments
Banque Patronus' International Investments service provides corporate and institutional clients with direct access to global markets, enabling strategic investments in diverse financial instruments worldwide through our advanced trading platform. We offer trading opportunities across major markets in the U.S., Europe, Asia, Australia, Central and Latin America, and South Africa. Our platform supports investments in stocks, fixed-income instruments, and structured products, equipping your organization with the tools to navigate international finance efficiently.
- Clients can access our sophisticated trading platform for efficient execution
- Stocks/Direct Line Equities for targeted market exposure
- Diverse Fixed Income Instruments including treasuries, municipal and corporate bonds, and Sukuks
- Global Exchange Traded Funds (ETFs), Index Funds, and Actively Managed long-only Mutual Funds
- Structured Products and Certificates with tailored features
- Access to Hedge Funds and Private Equity
Global Custody*
Our Global Custody service is the cornerstone of investment security for corporate and institutional clients, designed to safeguard your international portfolio with uncompromising diligence. We've partnered with renowned custody institutions in Europe and North America to ensure your investments are protected by the highest standards of security and efficiency. This service covers a wide spectrum of assets, including equities, fixed income, and alternative investments, all managed through state-of-the-art technology and a robust global network.
- Secure asset safekeeping with top-tier global institutions
- Efficient trade settlements
- Smooth corporate action processing
- Meticulous income collection and tax reclamation
- Comprehensive reporting and compliance monitoring
- Cutting-edge technology for seamless asset servicing
Consolidated Reporting
Our Consolidated Reporting service provides corporate and institutional clients with a clear, comprehensive view of their entire financial exposure. This service aggregates data from multi-currency current accounts and portfolio investments, offering a holistic view of your firm’s wealth position. Our reports are designed to be both detailed and granular providing clear insights into portfolio performance, risk concentration, and exposures and the evolution of your investments
- Aggregated view of multiple accounts and investments
- Detailed performance analysis and benchmarking
- Risk concentration and exposure assessments
- Current Account statements that cover your account and asset movements in each currency.
- Secure online access to your consolidated portfolio information
Wealth Management*
1. Discretionary Mandates
Our Discretionary Mandates service offers corporate and institutional clients a hands-off approach to wealth management. Our expert portfolio managers take charge, crafting and actively managing your investments with precision and insight. This service is meticulously tailored to your organization's financial objectives and risk tolerance, leveraging our team's deep market knowledge and strategic acumen to make informed decisions on your behalf.
- Bespoke portfolio construction aligned with corporate financial goals
- Active management by seasoned investment professionals
- Strategic decision-making based on comprehensive market analysis
- Focus on risk management and return optimization
- Regular performance reviews and transparent reporting
2. Advisory Mandates
The Advisory Mandates service is designed for corporate and institutional clients who seek expert guidance while maintaining control over their investment decisions. Our experienced investment counselors provide your organization with tailored recommendations and in-depth market analysis, empowering you to navigate complex financial landscapes with confidence. This collaborative approach ensures your investment strategy remains perfectly aligned with your corporate objectives and risk appetite.
- Bespoke investment recommendations and market insights
- Comprehensive portfolio analysis and risk assessment
- Collaborative decision-making process
- Access to exclusive investment opportunities
- Regular strategy reviews and performance evaluations
Securities Brokerage*
Our Securities Brokerage access via the bank’s brokers allows corporate and institutional clients to access diverse global markets and asset classes with ease. We offer competitive pricing and efficient execution, ensuring your trades are completed swiftly and accurately. Additionally, you benefit from insightful market analysis and research, allowing you to make educated and timely trading decisions.
- Secure asset safekeeping with top-tier global institutions
- Efficient trade settlements and corporate action processing
- Meticulous income collection and tax reclamation
- Comprehensive reporting and compliance support
- Cutting-edge technology for seamless asset servicing
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