Private Wealth Management

FSDH Private Wealth Management is an entire bouquet of financial products and services tailored to satisfy the varying and changing needs of our clients. These products and services range from the traditional banking to the more contemporary investment banking services designed to deliver value to the client.

Added to this is the expertise with which we deliver on our promise of ethics, best practice, innovation, and exclusivity. We take our time to understand our clients’ needs, take responsibility for the portfolio under our management and render periodic performance reports.

FSDH Private Wealth Management services include:
  • Financial Advisory/Planning
  • Investment Services
  • Mutual Funds
  • Personal Banking
  • Bureau De Change

Financial Advisory/Planning:
Our research based financial guidance covers wealth protection, wealth administration, growth and wealth sustainability. Our team of private wealth advisors is trained to anticipate and cater to clients’ financial needs through:

Retirement Plan for clients who are still in active professional careers or businesses, we can provide medium to long term (depending on age of client) steady capital build up towards their retirement. Similar to a pension plan, this product could serve as an alternative savings to complement existing RSA investment.

Our Retirement Plan includes the following:

  • Retirement Savings: an investor in this plan invests towards a specified date or age, at the end of which, retirement savings is disbursed upon retirement. However, a minimum investment time frame of 10 years plan would be encouraged for enhanced return.

To achieve this objective, FSDH PWM would provide a mix of money and capital market investments relying on the principle of compound interest (for money market investments) and investments in penny stocks (for capital market investments).

  • Estate Planning/Trusteeship: we’ll assist in arranging the disposal of an estate with the aim of eliminating uncertainties over the administration of a probate and maximize the value of the estate by reducing tax and other expenses. Also involves the writing and administration of wills and trusts.
  • Insurance Policy: ranging from life and health insurance to property insurance. The objective is to restore the investor/insured or their next of kin to the original state in the event of loss of life or property and possible health challenges.
  • Tax Consulting: the objective here is to provide sound, trustworthy and legal advice on tax matters.