Private Banking Wealth Management Advisory

No matter what business stage you are at, our focus on value is what will help you succeed throughout the deal lifecycle. We can guide you through the entire M&A cycle, from strategy and due diligence, to synergy analysis and pre- and post-merger integration support.

Our industry experience, multi-disciplinary expertise and technology can help you transform your business and set you up for success. Whether driven by strategic expansion, cost containment, regulatory change or effectiveness objectives, we will work with you all the way from strategy through to execution to support your transformation journey. Be it core platform upgrades, front office of the future, digital transformation, compliance and operations, we will deliver ‘intelligence in the moment’ by harnessing the power of data and analytics in every step of your journey.

Continued regulatory pressures and increased demands for transparency are prompting private banking and wealth managers to assess their client service models, product offering, pricing, related compensation and revenue share arrangements. We can support you in regulatory remediation, provide regulatory advice on prudential regulations, address regulatory changes and provide compliance reporting solutions such as tax and regulatory reporting.

Tax always comes into play in almost every facet of the business. To enable the tax function to unlock opportunities and drive growth, tax advice needs to be sought before you enter into business transactions. We can help you with corporate tax advice and tax structuring advice for funds, family office set up and real estate structures. We also work closely with private banks to provide cross-border and asset structuring tax advice as well as in engaging your private clients.

As with any aspect of your business, a family office must be carefully planned and professionally managed. When organised efficiently, its benefits far outweigh the costs. For family offices looking to be licensed entities, we can partner with you on end to end support in getting regulatory approval and applicable tax incentives, operationalising the operations and providing on-going professional services in accounting, tax, risk management, internal controls and compliance matters.