Private Wealth Management
You know your business and family better than anyone else. To aid you in planning and executing your plans for the future, we give you access to local expertise and global insights – and offer you meaningful, tailored advice for your present and future generations.
1+1+1 Butler-Style Financial Services: HERE FOR YOU
We are an exclusive wealth partner, comprising a team of private banking investment advisors that sit outside of large financial institutions to provide open and unfettered access to classic services offered by private banks and wealth advisors – from planning, investing, borrowing, and banking – all in one place.
In addition, we protect your assets and information relentlessly while connecting you to unique opportunities and people within financial institution networks throughout our platform.
Client Benefits
The following are the key benefits clients will receive through our platform:
Competitive Price
Pricing structures based on attractive terms negotiated with multiple private banks and investors.
Broader Access
Unrestricted access to a range of products, services and investment options, as well as multiple business divisions.
Discretionary Portfolios
Sophisticated portfolio presentations requiring tailored solutions in addition to ongoing portfolio support and management.
Research & Advisory
Comprehensive solutions provided by a wide range of leading products and services, courtesy of in-house professionals.
Consolidated Balance
Leading market services and administration turnarounds, with assets reviewable at a glance.
VIP Client Events
Regular events and product showcases to further improve client servicing support.
Our Services
Foreign Exchange (FX)
- Spot
- Forward
- Non Deliverable Forwards
- Swaps
Structured Deposit
- Fixed/ Floating/ Variable Coupon
- Medium and Long Terms
- Interest Rate Linked
- FX Linked
Over-The-Counter Derivatives
- FX Accumulator/ Decumulator
- FX Vanilla Options
- FX Barrier Options
Deposit
- Multi-Currency Account
- Time Deposit
Liquid Investments
- Money Market Funds
- Dual Currency Investment
Bancassurance
Services
- Universal Life
- Single Premium Whole Life
- Investment Linked
Private (Discretionary) Mandate
- Balanced Asset Allocation
- Focused by asset Class
- Dynamic Asset Allocation
Fiduciary Services
- Trust Companies
- Wealth Planning
Financing
- Universal Life
- Lombard Credit
- Equity based Lending
- Crypto CCy Based Lending
Tax & Corporate Service
- Offshore/ Onshore Incorporation setup (Investment Holding / FO)
- Tax Planning
Security
- Exchange Traded Funds
- Equities
- Option
Fund
- Bonds, Balanced, Equity
- Global, Regional, Sector
- Fixed Maturity Products
Structured Products
- Equity, Foreign Exchange, Indices, Interest Rates, Commodity, Credit, and Hybrid
- 100% Minimum Redemption Noted
- Non-Principle Guaranteed Notes
Fixed Income
- Fixed Income Security
Alternatives
- Hedge Funds
- Commodity Funds
- Private Placement
- Commodity Trading
- CFD
Viceroy Private Wealth Management Platform
IPO Allocations &
New Bond Issues
Open Architecture
Access & Pricing
Institutional
Solutions
Real-Time
Online Access
Full Credit Facilities
Access
Security & Solid
counterparty
Specialist Network
of Advisors
24-Hour
Trading Platform
