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.

CASE STUDIES

We are extremely proud of our portfolio of work which demonstrates skills in a large array of disciplines, across a broad range of services. Each final product has been tailored to suit the needs of each client.

To view examples of our work, view our Private Bank Equity and Cash Back Loan Facilities case studies.

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