Our Global Wealth Management model is centered on that of an External Asset Manager.

Partners Global Equity Group has agreements in place with various globally acclaimed custodian banks. Our business model gives us the independence to advise on multiple custodian banks in comparison to being constrained by a single set of in-house solutions.

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Partners Global Equity Group endeavors to provide the highest standard of personalized relationship management.

Our asset managers and relationship managers take the time to listen to clients and understand their requirements in detail on an individual basis so as to ascertain the right choice and mix of investment banking options. We take great pride in working side by side with our clients to understand their financial dreams and turn them into a reality.

Our Global Wealth Management model includes but is not limited to legacy planning, advisory services targeted towards individuals and corporations with investment portfolios and real estate/ business assets, managing the client’s private banking relationships with multiple custodian banks, negotiating cost effective fees across all private banking relationships, coordinating with the investment and corporate banking teams to facilitate the client’s business needs and producing consolidated investment statements thus providing clients with a holistic view of all of their private banking relationships.

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  • Our teams conduct extensive research and analysis in order to identify customer segments with a particular need and then develop products and services to cater to that particular niche.
  • Our product development team together with the Asset and Relationship Managers ensures that the client’s each and every need is met by engaging in proactive dialogue with our clients.
  • Partners Global Equity Group’s core strategy revolves around a bespoke tailoring approach.
  • We carefully craft each bespoke investment product to meet the risk/ reward appetite of every client on an individual basis.

For more than 50 years, Partners Global Equity Group’s investing expertise across our fully integrated asset management platform has served the financial return needs of our clients while providing businesses with innovative capital solutions for growth.

We source investment and lending opportunities across Yield, Hybrid and Equity, and look to serve as the long-term capital partner of choice to thousands of companies. Partners Global Equity Group offers a wide and flexible range of solutions, whether providing control equity and strategic advice, hybrid capital, or bespoke lending solutions to businesses large and small.

We maintain a disciplined and rigorous approach and promote sound ESG practices to produce better outcomes for our clients and the businesses they invest in.

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