Private consultations in order to identify and assess your needs and offer tailor-made solutions to address your financial, investment and other personal requirements. These tailor-made solutions are supported by our global network of AJK Group offices and other specialized professional associates.
Forming and administrating International Trusts, Foundations and underlying Companies to complement your existing corporate and financial structures or personal dispositions. Amongst other things, these structures safeguard the succession of your personal assets in the unfortunate event of incapacitation or demise.
C. BANK ACCOUNT OPENING
Opening Personal, Corporate and/or Trust banking accounts through our network of Prime Banking Organizations situated in various financial centers in Asia, Europe, the Americas and Switzerland. Opening such accounts requires a minimum amount of funds ranging from USD 1 to 2 million depending on the Bank to be selected. With a lower financial commitment, you can utilize AJK Wealth’s Omnibus Account in London.
D. PORTFOLIO MANAGEMENT
Portfolio Management is offered by our In-House Portfolio Management Department and/or through our extensive network of well established External Asset Managers situated in various financial centers around the world. Our core philosophy focuses on Wealth Preservation & Income Distribution, however, other strategies are also possible through our network of External Asset Managers. For investors with lower financial commitment, we may still construct a well diversified Bond Portfolio by utilizing AJK Wealth’s Omnibus Account. Other alternatives could be to invest in Structured Notes of prime banks or Bond Funds of well established External Asset Managers which replicate a portfolio of bonds.
E. OTHER WEALTH MANAGEMENT SERVICES
• Monitoring & Asset Consolidation
• Investment Advisory
• Reception & Transmission
• Global Custody
• Citizenship & Residency Schemes