Private Bank Equity and Cash Back Loan Facilities

Flexible facilities can be arranged, secured against a client’s portfolio on a discretionary or a custody only basis (leaving the underlying investment manager in situ). These allow cash to be drawn up to a pre-agreed limit on a flexible basis at a marginal interest cost.

Often these interest costs can be partially mitigated by the underlying portfolio performance.

These facilities are generally very flexible and can be used for a variety of purposes.