Bridge Private Clients
Bridge Private Clients offers a complete wealth management service that is characterised by the following:
- An experienced and dedicated investment team able to provide comprehensive financial and investment advice.
- One single investment philosophy and investment process.
- An excellent investment track record.
- A highly personalised and direct relationship between clients and the portfolio managers managing their assets.
- Customised portfolios to suit unique requirements.
- A comprehensive global portfolio management offering across all asset classes.
- A confidential and bespoke service offering.
The division provides bespoke portfolio management, advisory and fiduciary services for high net worth discretionary and contractual assets and has a successful history of managing assets and structuring the financial affairs of individuals, trusts, companies, educational institutions, charities and public benefit organisations.
A team-based approach is adopted to facilitate a wealth management service based on:
- Investment Performance
- Personal Contact
- Professional Advice
A thorough analysis of a client’s financial position, personal and tax circumstances and income needs ensures comprehensive and structured plans, based on agreed mandates.