Our Private Office provides regulated financial advice to wealthy families. Clients receive ongoing professional support and simple, cost efficient solutions to often complex and international circumstances. When reviewing or establishing a long-term financial plan with wealthy families we firstly discuss wealth structuring and asset protection. This means considering future events and planning for how they may impact the control, ownership, taxation and succession of wealth, including estates and family run businesses.
Once a robust plan has been agreed, we work with family members to document an investment strategy designed to achieve both short-term and long-term liquidity and income needs combined with investment growth targets. All asset classes, all territories and all investment providers can be considered. This strategy is then used to measure the suitability of shortlisted private banks and investment managers who we interview through a series of ‘beauty parades’ with family input, if preferred.
The result is a team of the best and most consistent providers, most suited to achieving the families’ aims, and working together to provide one consolidated investment solution. All product providers are then rigorously monitored and reviewed to ensure consistent delivery of performance. If a partner does not deliver genuine performance within a defined risk budget, they and the client, will be informed and replaced.
Hottinger & Co. Limited is authorised and regulated by the Financial Conduct Authority with registration number 208737. Click here to review Hottinger & Co. Limited information on the FCA website.