Having helped a new found client to finance a property development, we were also asked to provide an overview of his current investments, given an imminent business sale which was expected to generate significant liquidity for him.
A serial entrepreneur and private equity professional; the client continues to take focused, illiquid risk in his businesses. He loves what he does and wants to continue. However, he also remembers well how hard he has worked to generate this wealth and appreciates the importance of preserving it.
Signia manage a highly liquid, low risk portfolio for the client and have a very regular dialogue as he has a keen interest to hear our views on the markets.
For the client this was the perfect solution, we had listened to what was important, he was interested in our ideas and likes our way of going about things. Every client is different and we respect that, it is all about listening and understanding the long term goals and being creative in our thinking.
We can help you to administer your global wealth; from managing your investments to setting a cross-border strategy for your current and future generations or investing for a social impact. Whatever your needs we will work with you to find a solution, call us on +44 (0)20 7298 6060.