For self directed Single family offices (SFOs) & their existing wealth systems
Key benefits
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Consolidated reporting ,analytical and review tools.
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Differentiated and neutral product listing.
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No product push
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Access to value added services
For large single family offices looking to consolidate their reporting, analytics and decision making/review mandates coupled with access to a wide yet differentiated product listing.
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Unrestricted access to one-Digital and Invictus platforms.
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Product & proposal scanner - Insights on products or investment proposals offered by third parties.
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Hyper personalised portfolio review presentations.
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Access up to date market intelligence - Views on economy, sectors, events.
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Dedicated support from a qualified and experienced portfolio coach.
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Dedicated Operation & service support
Access value added services - Delivered by associated third party service providers.
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Estate & succesion planning
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Credit solutions
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Immigration consulting
