Individuals & Families Wealth Solutions
At Banque Patronus, we recognize that wealth management is a complex and personal journey. Our Wealth Solutions service is designed to help you navigate the intricacies of wealth preservation and growth. We offer comprehensive wealth management services tailored to your unique financial situation and goals
Tailored strategies to preserve and grow your
wealth across generations.
International Investments
Banque Patronus provides direct access to global markets, via our brokers, enabling investments in diverse financial instruments worldwide with our advanced trading platform. We offer trading access 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, Mutual and Hedge funds, and structured products, equipping you with the tools to navigate international finance efficiently.
- Access to 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 (Qualified investors only)
- Access to Hedge Funds and Private Equity (Qualified Investors only)
Global Custody*
Our Global Custody service is the bedrock of investment security, designed to safeguard your international portfolio with unwavering 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 safekeeping with top-tier global financial institutions
- Efficient trade settlements and corporate action processing
- Automated income collection for dividends and interest coupons
- Automatic wit holding tax tax reclamation
- Comprehensive reporting and asset consolidation
- Cutting-edge technology for seamless asset servicing
Wealth Management*
1. Discretionary Mandated
Our Discretionary Mandates service represents the epitome of hands-off wealth management. Our expert portfolio managers take the helm, crafting and actively managing your investments with precision and insight. This service is meticulously tailored to your financial objectives and risk tolerance, leveraging our team's deep market knowledge and strategic acumen to make informed decisions on your behalf. Minimum investment guidelines will apply.
- Bespoke portfolio construction aligned with your 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 updates and transparent reporting
2. Advisory Mandates
The Advisory Mandates service is designed for those who seek expert guidance while maintaining control over their investment decisions. Our experienced investment counselors provide you 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 objectives and risk appetite. Minimum Investment Guidelines will apply.
- Access a private banking service for premium customers.
- Personalized investment recommendations and market insights
- Comprehensive portfolio analysis and risk assessment
- Collaborative decision-making process
- Access to exclusive investment opportunities
- Regular strategy reviews and portfolio evaluations
3. Consolidated Reporting
Our Consolidated Reporting service is the lens through which you can view your entire financial landscape with clarity and precision. This comprehensive service aggregates data from your multiple forex current accounts and portfolio investments, providing you with a holistic view of your wealth. Our reports are designed to be both detailed and accessible, offering clear insights into your portfolio's performance, risk concentration, and exposures.
- Aggregated view of multiple accounts and investments
- Detailed performance analysis and benchmarking
- Risk concentration and exposure assessment
- Secure online access to your consolidated portfolio information
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Experience banking that adapts to your life, not the other way around - get in touch with us today.
