"Global Private Wealth Management Client was practically only one of its kinds in understanding and evaluating multipart assets."

A prospective client approached Wealth Management seeking investment advisory for self and family; the assets he offered as security were multipart in nature.

The Situation - Assets holding were manifold difficult to consolidate

Beneath the inherent requirement of Investment Advisory on diverse asset classes, our interactions revealed the need for consolidation of Family and Office wealth. Since business was family run many assets were held under various companies.

Our Advice - Regularize holdings and assign worth

Our first advice was to regularize all the holdings and assign them as per needs and requirements. Since there were business partners from same family we recommended de-linking and de-risking personal and business investments. Once this was established a need for creation and securitization of wealth for long term goals was advised in addition to just a pure investment advisory.

What Changed - Establishing a new relationship

Impressed at the financial understanding we had demonstrated and appreciative of the holistic measure taken to restructure the entire family office investment with a proposal for securitization of long term goals , the prospect decided to accept our recommendation and became a client.

Finding time to manage investments effectively in today’s fast-moving markets can be difficult. Our network of investment experts covers every major asset classes. Our unique House View is backed by expertise at both the regional and local level. Discretionary Investment Management puts these resources to work for you through the services of a Investment Manager who handles all the day-to-day management of your account. We provide regular performance reporting, freeing you to concentrate on other matters.

In Line With Your Investment Strategy
Working from the personal investment strategy devised for you, which takes into account your risk preferences and overall goals, our Investment Management team will seek to select suitable investments for you. Your financial goals - such as aggressive growth, growth, income or security - will be reflected in the selection of asset classes such as bonds and equities or alternative investments and foreign exchange - with each one given the appropriate weighting.

Active Management
Through ongoing active investment management, portfolios are regularly monitored to see that they continue to perform as intended. Our aim is to maintain a carefully-constructed portfolio positioned to deliver in accordance with your agreed investment strategy. Clients who wish to play a more active role in investment decision-making may find our Active Advisory more closely suits their needs.

If you like making your own investment decisions, gain access to the investment research, analysis and advice of Wealth Management Group with active investment advisory. timely, efficient dealing and execution are all part of the service, with active investment advisory we are also providing regular investment recommendations in your areas of interest.

Exclusive Investment Opportunities
Your Wealth Manager will provide regular recommendations from our investment specialists - all designed to fit in with the strategic asset allocation plan developed for you. Such recommendations may include new financial products originally developed by International Players for institutional clients that may also meet individual needs.

Wealth Management Group works closely with many leading International Banks and Independent Financial Advisers to help them provide advice, products and services to wealthy clients. This would include assistance in portfolio management and wealth planning.

Products and Services
We can assist with brokerage, including electronic access and online trading for clients. We provide access to capital markets and investment products (funds, insurances etc.). We can also arrange bank accounts for the purpose of investment management.

Families of considerable net worth often maintain an array of holdings - from real estate and business assets to trust funds and other investments in India. Supervision of these assets has often been delegated to portfolio managers and banks, sometimes almost as diverse as the assets themselves. Family Office Services from Edelweiss's Wealth Management Group aims to consolidate matters, by providing an overview of the performance of your assets - and your asset managers - no matter how geographically dispersed they may be.

The Benefits of Family Office Services

* Constant Monitoring - The degree of monitoring will vary depending on the jurisdiction and terms and conditions agreed to in writing.