Third-party custody
We provide all clients with in-house custody of their assets. We can also act as an external asset manager so you can choose your custodian bank, while giving us power of attorney to represent you in managing your investments.
We can also act as an External Asset Manager (EAM) so you can choose your custodian bank, while giving us power of attorney to represent you in managing your investments.
By acting as an external asset manager, we can make sure that your investments are aligned with your goals and risk tolerance, free from bank and product provider influence. It also reduces conflicts of interest, giving you a single point of contact across your banking relationships.
We offer holistic advice on your whole balance sheet – covering investments, banking and lending. We can provide consolidated reporting for all of your assets with a single view on assets and liabilities. This helps to ensure strong risk management – avoiding duplication of exposures, diversification of service providers and jurisdictional risk management.
Through our multi-custodial approach, clients get the infrastructure and balance sheet of the banks with which they have a direct contractual relationship, yet they can engage us as a wealth adviser.
CEO Wealth Management, Asia
Contact us
Discuss your wealth management needs or find out more about our services.