Division / Department: Wealth Management & Private Banking Division – High Net Worth (HNW) & Ultra High Net Worth (UHNW) Client Services 1. Department Overview The High Net Worth (HNW) & Ultra High Net Worth (UHNW) Client Services department focuses on managing relationships and financial needs of high-value clients. It provides personalized investment advisory, wealth […]
Division / Department: Wealth Management & Private Banking Division – Family Office & Legacy Planning 1. Department Overview The Family Office & Legacy Planning department focuses on managing long-term wealth, governance, and succession planning for high-value families. It ensures structured management of assets, smooth wealth transfer across generations, and alignment of financial decisions with family […]
Division / Department: Asset & Wealth Management Division – Portfolio Management Services (PMS) 1. Department Overview The Portfolio Management Services (PMS) department manages customized investment portfolios for high-net-worth clients. It focuses on investment strategy, portfolio construction, performance tracking, and regulatory compliance while aligning portfolios with client-specific goals and risk profiles. 2. Typical Roles Within This […]
Division / Department: Asset & Wealth Management Division – Alternative Investment Funds (AIFs) 1. Department Overview The Alternative Investment Funds (AIFs) department manages pooled investment vehicles that invest in non-traditional assets such as private equity, venture capital, credit, hedge strategies, and infrastructure. It focuses on fund structuring, capital raising, investment execution, and portfolio management while […]
