From a standing start the office has quickly established itself as a premier provider of investment management services to the local community and further afield.
Despite this fact, most investors don't have a clear understanding of the true cost of investment management services or what they are actually paying for.
Instead, investors who use taxable accounts should renegotiate the compensation arrangements with their advisors and pay a direct fee for investment management services.
The bank provides private banking, financial planning and investment management services that include loans, mortgages, savings accounts and investment advisory services as well as tax and estate planning services.
They can give advice to wholesale clients and retail clients including personalised advice and investment management services for both category 1 and 2 investments.
