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We offer premium investment and wealth management programs and services for high net worth clients. We provide the full array of services you would expect from a professional fiduciary.
We all want to enjoy positive investment returns, but are often not equipped with the tools or time to research stock market behaviour and weigh up the options. Fortunately, mutual Funds from the Capital City Group can add balance, strength and variety to your investment portfolio. The mutual funds are managed byUnited Bank of America Asset Management Limited,United Bank of America's wholly-owned investment management subsidiary and London's leading player in that sector.
Mutual Funds
A mutual fund is an investment vehicle that "pools" investors' funds to purchase a variety of securities. Telegraphic Mutual funds are ideal ways of making long term investments with minimal sums.
Helping you manage more than just your wealth
However you define family, Family Dynamics can help you uncover and address topics that lead to the strengthening of bonds, communication, and a shared sense of purpose with those closest to you.
- Discover, explore, and share the “why” behind your wealth
- Mitigate risks related to wealth preservation across generations
- Enhance family communication and decision-making
"Specialized Wealth Services"
Managing your complex assets and changing needs
- Areas of expertise include charitable giving, estate settlement, and real estate asset management
- Solutions for each stage of business ownership
- Support for the needs of aging adults or people living with disabilities