"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.

It is our people who make Anagram Wealth Management distinctive. A dedicated Wealth Manager leads each client team, with extensive experience in understanding and meeting the needs of wealthy clients. Highly knowledgeable in local market conditions, Wealth Managers also act as your direct link to the resources of Anagram Securities.

Wealth Managers are familiar with your language, and appreciate the realities of your local business culture. Each Wealth Manager serves only a limited number of clients so is generally available when needed. The discretion and expertise of Wealth Managers often leads to long-term partnerships based on mutual trust. These partnerships are designed to deliver ongoing financial security and the successful preservation of your wealth for future generations.

Understanding begins with listening. Everything comes under careful consideration - your assets and liabilities, your stage of life, your attitude to risk, your investment horizon, your cash flow needs and, above all, your ongoing personal priorities. All are thoroughly evaluated and analysed by your Wealth Manager.

The information gathered by careful analysis provides the foundation for the creation of your wealth management strategy. Your Wealth Manager consults our wealth planning experts, who may employ modern technology to assess how harmoniously your assets are performing in support of your long-term personal goals.

Armed with a complete analysis of your current holdings, and a thorough understanding of your risk preferences and personal priorities, we develop a personal asset allocation plan for you. This defines the pattern of asset classes most likely to deliver against your stated aims. Recommended asset classes and individual investments may change following the initial recommendation - to reflect changes in the markets and other factors relevant to you.

Wealth Management Group Investment Committee regularly assess the outlook for world financial markets and their findings are expressed in our House View. This is shared with our Regional Wealth Managers in national markets, who add their local knowledge to these global insights. Taking into account your risk preferences, your priorities and your time horizon, the Wealth Advisory Team then develops a Strategic Asset Allocation Plan for you. This plan, which includes your existing holdings, outlines the distribution of asset classes likely to be best for you. Whether you choose to handle your investment portfolio yourself, or delegate its management to us, our expertise is likely to benefit the implementation of your personal financial strategy.

Regular review is essential to the success of any carefully-planned investment strategy. Two key parameters can affect your strategy - changes in market performance, and changes in your personal circumstances. By constantly monitoring the markets and by staying in touch with you we can make any necessary adjustments to your portfolio to keep you assets positioned to deliver against your long-term priorities.