Wealth Protection Across Borders
Client
High Net Worth Individual in LatAm
Challenge
As a proactive individual, this client sought to diversify his wealth beyond his home country, mitigating potential local bank risks and ensuring a stable financial future for his family
Verity Capital Solution
- Our extensive network encompasses esteemed Private Banks across global financial hubs, including Switzerland, the UK, Luxembourg, Monaco, and Singapore
- We facilitated a seamless account opening process for this Latin American client overseeing every step from initiation to completion, charging no fees
- Aligning with the client’s conservative risk profile, we devised a prudent fixed income and deposit strategy.
- The client enjoys full control, with an account in his name, personal login credentials, and the added convenience of recently issued banking cards.
Get in Touch
General Enquiries
info@verity.capital
Careers
careers@verity.capital
