Cash management
Whether their private wealth has been inherited, achieved through the sale of a business or simply accumulated over time, some of our clients do not regard capital growth as important as preservation. In these instances, the careful management of that wealth, using effective structures to enhance cash rates and maximise tax efficiency can provide the desired secure outcome when a client requires this approach.Where growth is an important consideration, this can be provided through a range of unique, proven cash management opportunities and structures that will ensure returns in excess of what could be achieved via a typical high street bank.
Our research process is thorough and we recommend capital guaranteed structures and, wherever possible, also look for the yields themselves to be guaranteed. As you would expect, we regard investor protection as being of paramount importance and this is taken into consideration in our due diligence process.
Where we identify that several clients might benefit from a particular structure or type of product, we will present non-standard offerings from some of the largest institutional players, which are generally unavailable to retail investors. We can also offer institutional cash rates through our wrap platform, which individual investors are often unable to obtain directly.
To find out more about our latest cash rates, contact Philip Porter via Send a Message or locate his direct line in View all your contacts.
