Wealth Management
Our consultative process serves to evaluate our client's financial needs and priorities resulting in a comprehensive advice that addresses wealth issues.
StateTrust
StateTrust, a privately held, Investment and Wealth Management Bank catering to high net worth individuals, with a range of advisory, brokerage, FX and private banking services (succession and trusts).Global Presence
We serve the financial needs of individuals, families, corporations and trusts with global Asset and Wealth Management solutions, in their currency of choice.
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Global Execution -
Custody
Private Client Group
Through StateTrust's investment advisors, we provide insight, investment solutions and strive to yield positive real rates of return on our client's capital.
Electronic Platform
StateTrust Electronic Platform provides immediate access to: account summary, performance, holdings, order status, account history, transaction reporting, tax center, market information and portfolio statements. We are committed to a Web enabled, state-of-the-art, client centered, secured environment.
Multi-Currency Investments
We structure client portfolios to follow a customized global asset allocation guideline allowing them the benefits of geographical, asset class, sector, and currency diversification. StateTrust managers offer investment expertise, and monitor and re-balance investments to meet our client's profile.
