Financial Services

FINANCIAL SERVICES

Highly qualified and experienced staff give independent advice on such financial services as pensions, inheritance tax, life assurance and protection, health insurance, employee benefits, investments, business protection and wealth planning. We help companies pivot into more profitable directions where they can expand and grow. It is inevitable that individuals and companies will end up making a few mistakes; we help them correct these mistakes. We help companies turnaround their non-profitable ventures into something that benefits them. Our specialty lies in understanding what makes a company special and what makes it tick.

Business planning & strategy

Our clients are often surprised by the possibilities we present to them; we work with leading institutions in the banking, insurance and asset management sectors in all major areas, including:

• Retail banking
• Private banking and wealth management
• Corporate banking and capital markets
• Transaction banking
• Asset management
• Life and property insurance
• Health insurance
• Reinsurance
• Risk, liquidity and capital management
• Stock markets and financial market infrastructure