Arranger

The core business is usually a major component of an entrepreneur’s wealth.

Its rational wealth structure is based on risk diversification, risk hedging, tax and change planning as well as to a certain extent on timing.

Wealth preservation and growth must bear in mind business, family requirements, tax issues, ethical beliefs and values, market view, preferences, visions, and whatever is important to the client.

This can be achieved applying measures such as cost effective diversified market exposure, structures to take advantage of expected alpha return potentials, systematic review and rebalancing based on technical or macroeconomic indicators, covered financing structures with risk diversifying collateral.