Managing the many aspects of your wealth can be complicated, especially when our world is changing so quickly. Many entrepreneurs are experts at creating wealth, but would benefit from professional expertise on managing it, protecting it, and transferring it to the next generation.
Many traditional banks, financial institutions and wealth products are no longer very useful in protecting our wealth against the vagaries of excessive compliance regimes, market uncertainties, inflation, undue taxation. At FTAG Asset Management, we seek to understand people and their circumstances. We are experts not only in financial services, but in making the right financial moves and in systematic ways to manage your wealth holistically.
FTAG Asset Management offer clients bespoke customized wealth management solutions. Investment decisions are made at the portfolio level with capital preservation as a key focus. We co-strategize and customize investments strategies together with our clients to maximise on their investment goals.
When it comes to managing wealth, our services have emerged to be the ideal solution for clients who are seeking transparency and efﬁciency, without compromising conﬁdentiality. Our clients can enjoy peace of mind over their accounts and investments which are held with top-tier banks of their choice and at the same time, enjoy the global infrastructure, accessibility and services these banks offer.
The client relationship and level of engagement can either be on an Advisory or Discretionary basis.
Providing Investment flexibility, we assist clients to set up private investment funds as the vehicles of choice for handling significant family wealth. For extremely wealthy families, we can further structure the private investment funds to invest their family wealth with their family members as shareholders. Often times a company serves as the initial structure for this arrangement, and is then repurposed to create a capital investment arm from the profits of the business. A private investment fund is an investment company that does not solicit capital from retail investors or the general public.