P R I V A T E C L I E N T S
We design and implement personalised currency management strategies for each of our clients, helping them to achieve their aspirations and goals.
Regardless of the underlying currency exposure, we work closely with each client to assess their situation and, execute an appropriate strategy to protect and grow their currency assets.
Typical scenarios include relocating or investing overseas, managing a business acquisition or sale, or completing a dream purchase such as a yacht, classic car, or work of art.
We provide our clients with a dedicated currency relationship manager who coordinates and manages their currency transactions according to our client’s risk profile and objectives.
Whilst we deliver the transactional elements of our service through our secure online platforms, we recognise that our global private clients demand more than a slick online portal: Our team's decades of experience and commitment to providing a truly bespoke and personal service is why our clients trust us year after year.
The strategy will guide you on when and how to convert your currency, the type of transaction most appropriate for you (spot, forward, or option), and crucially, whether to hedge your currency exposures.
Deciding when and how to transact can be complex. We will guide you through the most effective solution for your situation.
Adjustments to the strategy are made as your situation changes or in response to variations in market conditions. You'll have all the information needed to make a decision and implement the strategy.
Opportunities come and go quickly; our platform is open all the time the market is open and, your relationship manager will be available to you around the clock.
You can trade online or via our experienced currency dealers. Either way, we'll make the process quick, simple, and secure.
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