Wealth Creation and Preservation

 

Your assets may involve many different industries and regions, with a range of advisors already supporting you. We aim to complement their guidance through personal, tailored advice that establishes the bridge between your commercial assets and individual and family wealth.

Once created, wealth needs to be managed and preserved. A BLME Private Banker can help you achieve this with the following range of services:  

• investment advisory and portfolio management
• asset allocation advice
• wealth structuring and tax advisory
• financing solutions: home finance
• family office advisory
• corporate banking services
• corporate finance advisory: growth and strategic issues
• corporate finance advisory: realising and transferring value
• liquidity management solutions
• corporate governance and advisory
• planning for ownership, management and generational change

BLME also offers its own range of innovative Sharia`a compliant funds, designed to complement other components of an investment portfolio. These aim to offer improved long-term performance potential at low cost.

 

 

Wealth Preservation and Transfer

 

BLME Private Bankers can help preserve your wealth not just for yourself, but for your heirs. They will handle issues of generational planning with sensitivity, and can offer support with succession planning and charitable giving. BLME Private Bankers can assist with the following for your individual and family wealth:

• succession and wealth transfer planning
• trust and fiduciary services
• guidance on philanthropy and charitable giving

For your business:

• planning for ownership, management and generational change
• corporate finance advisory
• realising and transferring value