The FIRSTGLOBAL wealth management process encompasses:
A strategy, designed for each client according to his or her unique situation and objectives;
Application of the strategy with a view to creating optimal balance between asset classes;
Formation (or adjustment) of structures required to optimise returns and minimise risks;
Building in the flexibility to make adjustments through simple and cost efficient processes.
FIRSTGLOBAL’s international networking with private banks, Trust companies and fund managers provides clients with the full spectrum of global investments as well as investment vehicles.
Every precaution is taken to ensure that funds are only allocated to institutions of high reputation, transparent operation and impeccable track record with proper systems and efficient reporting mechanisms.
Amongst other things, attention is paid to the following: