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People, Person, Walking

Today, Tomorrow and Forever

Grow, manage and protect your wealth for yourself, your family and beyond. Contact your relationship manager to learn more.

Our approach to wealth

Planning for today

Securing tomorrow

Building for forever

Planning for today

  • Ensuring you have the liquidity and stable cash flow to meet your near term needs and lifestyle, by matching your current assets and resources against expenditure.
      • Meeting near term spending needs
      • Savings for emergencies
      • Protection
      • Cash and cash equivalents
      • Fixed income instruments
      • Mutual Funds paying distributions
      • High dividend equities and REITS
      • Life/medical/disability/property/car insurance

Securing tomorrow

  • Having a clear view of your future needs and aspirations, and ensuring your wealth portfolio grows to meet them over your lifetime.
      • Wealth accumulation
      • Hedging against inflation
      • Saving for an investment property
      • Retirement planning
      • Planning for children’s education
      • Growth portfolio – mutual funds, equities,
      • bonds, private assets, hedge funds
      • Insurance
      • Endowment plan
      • Real Estate / Property

Building for forever

  • Focusing on a longer term view towards planning your wealth to improve the lives of family members and the generations to come.
      • Wealth transfer
      • Life cover (to manage estate tax)
      • Unlocking the value of property assets
      • Orderly transition of Business interests
      • Private Equity
      • Trusts
      • Estate planning structures
      • Growth portfolio – mutual funds, equities

The purpose of Wealth

Gain better control of your wealth through our Today, Tomorrow, Forever approach to advice.

 
  • This content is for reference only and does not constitute a purchase offer or an invitation to sell from Standard Chartered Bank. It is not a benchmark for any contract or commitment, and should not be relied upon for any contract or commitment. It also does not constitute investment advice.
  • Any investment products or asset classes mentioned in this material may not be suitable for all investors. Clients should independently assess the relevance and accuracy of information contained in any transactions and documents, and, if deemed necessary, consult an independent third-party advisor. Standard Chartered Bank assumes no legal liability for any consequences resulting from the reliance on or use of this material, unless there is fraud, malice, or gross negligence on the part of Standard Chartered Bank.
  • Wealth management is not a deposit, and products involve risks; investment should be made with caution.

Disclaimer

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