WEALTH MANAGEMENT
Our wealth management process is truly holistic. With an emphasis on capital preservation and a keen understanding of the complexity and dynamics of wealth management, Banque Heritage leverages the research, portfolio management and trading expertise of our Asset Management division – ensuring the best solutions are put forward for each client.As a client, you will benefit from our independence from banks and financial institutions and our knowledge of the sector that we have acquired over the years. These services will be invoiced as costs and disbursements. Good to know: We underline our commitment to foundations and non-profit organizations by reducing our management and service fees exclusively for these clients. In this way, we want to actively support the charitable ideas of our customers.
VISION
Our goal is simple. We want to see more capital allocated to diverse talent.
MANAGEMENT
KHAN INVESTMENTS INVEST is an independent and specialist wealth management company that offers innovative and tailor-made solutions to investors around the world. We believe that intelligent risk-taking is essential to achieving consistent long-term performance. This fundamental belief guides our investment approach across our four areas of expertise: equities, private equity, liquid alternative markets and multi-asset. We distinguish ourselves by emphasizing the understanding and anticipation of risks. By taking controlled risks, we aim to deliver the performance expected by our clients. Risk management is integrated into every step of our investment process. It is part of our DNA and our culture, and defines each of our actions.
FAMILY OFFICE
Today, private family capital is larger than private equity and venture capital combined. The growing concentration of wealth held by ultra-high net worth families and increasing globalization are fueling the growth of family offices. There are thousands of single family offices around the world – most of which were established in the last 15 years – and their numbers are growing faster every year. year. Family offices are complex organizations that require in-depth knowledge and expertise, not only of investment variables, but also of a host of other factors.
SOLUTIONS
Whether you are looking to expand or relocate your business to UNITED KINGDOM or are about to undertake a large investment project.
KHAN INVESTMENTS
offers a unique, broad-based impact investing platform to meet your needs, including:
ADVICE
We offer professional advice on general and specific property investment, locally or globally Investment portfolio diversification: where to invest for the best possible return Purchasing or sales: personalised insight and advice on the best possible route to ensure maximum success.
