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WEALTH MANAGEMENT

Enjoy the benefits of your wealth

We take the stress and complexity out of protecting and growing your wealth portfolio.

ANSA Merchant Bank’s Wealth Management team have been serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients for over 40 years.

As our client, you will benefit from our holistic approach to managing your wealth over the long term.

We keep you updated regularly with quality insights about your portfolio without provoking “information fatigue.”

Your relationship will be with a dedicated Wealth Manager who is backed by specialists in investments, treasury, pensions, tax, retirement, inheritance planning, protection and other areas of financial management.

ANSA Merchant Bank’s Wealth team coordinates all the services needed to manage your assets and your money, as we plan for your current and future needs.

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  • Investment advice and management
  • Estate planning
  • Philanthropic planning
  • Risk management and insurance planning
  • Lifestyle procurements
  • Retirement planning
  • Banking services

We take the time to get to know you

As with any good business relationship, we have to get to know each other. We can then develop a strategy for protecting and growing your wealth according to your goals.

Your Wealth Manager will regularly review and update these goals, and rebalance your financial portfolio where needed.

We’ll also determine if you want us to work with you on a discretionary or an advisory basis.

There is, of course, a hybrid between the two approaches.

What’s your investment profile?

Take our quick assessment to check what kind of investor you are based on how much risk you can tolerate.