Our services are designed to provide the greatest amount of convenience each client prefers as part of their financial management. Some client choose a discretionary approach by transferring the entire investment process to the expertise of a professional investment and administration team, whereas others prefer to maintain a consultancy or advisory relationship to promote a more active approach to the management of their own investments.
At Grandbay Capital we deliver a range of services that are designed specifically towards meeting the needs of each client under our management. We use a range of investment vehicles and asset classes in a number of key geographical regions to efficiently manage the risk of investment and position clients in the prominent areas of opportunity.
As a client you will be taken through our relationship building process to help our wealth specialist ascertain the most suited solution for your needs
Circumstances and Goals
- Evaluate investable assets and current liabilities
- Disclosure of future cash flows; income, investment maturity, inheritance
- Identify social values and ethical principles
- Determine a tolerance level towards investment risk
AAA – Asset Allocation Application
- Educate on diversification benefits
- Discuss advantages of offshore investment
- Present a globally diverse mix of assets to generate an expected rate of return
Tax Efficient Structures
- Consider the benefits of trust structures
- Position assets in tax efficient jurisdictions
- Distribute assets to future generations