Wealth Management

Standard Wealth Management

Our Standard Wealth Management model is global and centered on that of an External Asset Manager. Blue Bridge Private LTD has agreements in place with various globally acclaimed custodian banks. Our business model gives us the independence to advise on multiple custodian banks in comparison to being constrained by a single set of in-house solutions.

Blue Bridge Private LTD endeavors to provide the highest standard of personalized relationship management. Our asset managers and relationship managers take their time to listen to clients and understand their requirements in detail on an individual basis in order to ascertain the right choice and mix of investment banking options. At Blue Bridge Private LTD, we take great pride and honour in working side by side with our clients to understand their financial dreams and make them come true.

Our Global Wealth Management model includes but not limited to legacy planning, advisory services targeted towards individuals and corporations with investment portfolios and real estate / business assets, managing of clients' private banking relationships with multiple custodian banks, negotiating cost effective fees across all private banking relationships, coordinating with the investment and corporate banking teams to facilitate clients' business needs and producing consolidated investment statements, and thus providing clients with a holistic view of all of their private banking relationships.

Wealth Management Products

Blue Bridge Private LTD’ core strategy revolves around a bespoke tailoring approach. Our teams conduct extensive research and analysis in order to identify customer segments with a particular need and then develop products and services to cater for that particular sector. We carefully craft each bespoke investment product to meet the risk/reward appetite of every client on an individual basis. Our product development team together with the Asset and Relationship Managers ensures that every need of our clients is met by engaging in proactive dialogue with our clients.