Private banking and wealth management
Global wealth management is an integral part of many major
banks' offering and it is the primary focus of a number of
specialist banks and institutions. The products and services
provided are as diverse as the geographical spread of the
customers.
Customers come in many guises and often organise their affairs
through trusts and other specialist vehicles in multiple
jurisdictions.
Our service
We are able to assist our clients in the private banking/wealth
management sphere because our finance lawyers do not limit
themselves to working on a particular asset type (e.g. real estate
or aircraft). Instead our team comprises lawyers who each have an
understanding of the many assets and products that wealth
management may encompass.
We are involved in financing of corporate jets, super yachts,
trophy properties, works of art and antiquities, portfolios of
securities and investments (certificated and dematerialised), hedge
fund shares, life policies, gems and precious metals. We can claim
true expertise in and understanding of the issues surrounding all
asset types that we advise on.
We advise on structuring transactions and products – in
particular new or complex ones - keeping in mind the exit
strategies which are commercially practical for each transaction,
customer, asset, jurisdiction and product. We ensure that the terms
of the transaction or product support the exit routes from the
outset.
Naturally, we work on bespoke transactions but we also advise in
relation to new and existing products and services being offered to
a greater range of customers. We regularly assist in preparation of
template documentation for our clients when new products or
services are launched, or when existing ones need to be updated to
reflect changes in the legal, regulatory or commercial framework in
which they exist.
Our team is drawn from finance, tax, dispute resolution, funds
and private client lawyers to ensure that we can provide
comprehensive advice and a seamless service that takes into account
related issues (for all parties) such as tax planning or regulatory
concerns.
Our expertise
We have considerable experience in acting for banks, high
net worth and ultra high net worth individuals on:
- real estate
- aircraft
- yachts
- art
- investments
- other asset types, e.g. overseas protective trusts, freight
derivatives
- restructuring and enforcement