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After several meetings with our client, it was clear that he was dissatisfied with his current managers who had looked after his investment account for many years. He was very comfortable and knowledgeable about the investment world and understood the markets, but as he was within 10 years of retirement he was looking for an actively managed account with risk mitigation and downside protection.
We completed a full analysis of his account, looked at his financial objectives and took into account the fact that he was heading towards retirement.
Together, we decided to make use of our Swiss wealth management partners to build a portfolio which took advantage of the potential in commodities and precious metals to provide good growth potential with an element of diversification. After setting up this structure in a tax efficient manner, we then went on to assist him in setting up a charitable fund to be managed for the benefit of his own charity. Our client has now retired and is in the process of returning home. We are currently helping him to liquidate his portfolios and make local arrangements for providing a sustainable income.