Wealth Man Brochure

8/3/2019 Wealth Man Brochure

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The art of wealth management



Making money is art and working is artand good business is the best art

Andy Warhol



We realise that, for the very wealthy, it can be hard to separate and compartmentalise

your wealth, business, inheritance and family. This is why we provide a bespoke all-

embracing family office service. So, whether you are looking to protect and enhance

your assets or you have a specific project that requires financing, our highly-trained

team can provide you with unique and innovative solutions.

We pride ourselves on really getting to know our clients and offer a highly personal

and proactive service - it’s a fact that we have one of the lowest client to relationship

manager ratios in the industry, something that enables us to give you a level of

service and attention to detail that is second to none.

Managing your wealth is a complex and potentially time-consuming matter.

At Standard Bank we’ve turned it into an art.

We offer an extensive range of wealth management solutions designed to

meet your financial needs and aspirations.

As you’d expect, as well as excellent private banking services, we provide

a comprehensive range of investment solutions to help you protect and

grow your wealth and trust and fiduciary services to ensure this is

done in the most tax efficient way to help you and your family.

The art of wealth management

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Skilled investment masters

From blank canvas to bespoke solutions

Established in South Africa in 1862, Standard Bank

today is one of the world’s leading emerging markets

financial institutions. With over 50,000 people

employed in 33 locations around the world and total

assets of more than US$162 billion, we are a major

global organisation, but one that is also flexibleenough to provide you with a highly personal and

bespoke service normally only available from small

boutique operations.

From our roots in South Africa, we have grown into a

truly international financial services organisation with

particular expertise and experience in the emerging

markets of eastern Europe, Africa and the Middle East.

This brochure gives you a preview into Standard Bank’s

approach to the art of wealth management.

The more money and assets you own, the more

complex your life is likely to be. It can be hard to

differentiate and manage all the different aspects of

your financial affairs and you need to know that you

have expert help at hand and the support of people

you can trust.

Standard Bank’s private client service is designed to

make your life easier and free you up to enjoy it, as we

coordinate and manage your affairs for you, all with

total discretion and complete confidentiality.

With a dedicated relationship manager and support

team, we develop a thorough understanding of you

and your business which allows us to provide a full

family office service designed to suit your individual

needs and circumstances. On your behalf, we’ll look

after your bank accounts, your tax planning,

inheritance planning, as well as instigate ways to

protect and enhance your assets. We will even help

find the best ways to conduct high value purchases

and sales of such items as art, yachts and planes.

Whatever your location or locations, our depth of

knowledge, skills and experience will ensure that your

affairs are handled smoothly, discretely and effectively.



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Trust and fiduciary services -

protecting and growing your collection

It’s the most natural thing in the world to want to

protect your assets while, at the same time, see them

grow in a tax-efficient manner. With regular changes

to international boundaries, regulations and tax

regimes, effective wealth management can be complex

to the point of perplexing.

Paradoxically, this complexity can actually create

opportunities for both protection and growth, but only

if you enlist specialist help. At Standard Bank, our

fiduciary services team specialises in the formation and

management of offshore trusts and other asset

holding structures for a wide number of purposes,

including preservation of wealth, tax planning, probate

avoidance and succession planning.

We have trust companies in five jurisdictions, namely

Jersey, Isle of Man, Mauritius, Switzerland and Cayman

Islands and we will use other jurisdictions where a

client’s circumstances dictate a particular solution.



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Investment services - a clear picture, whatever your outlook

We’re all individuals and all have our own unique

circumstances, needs and aspirations. It’s not

surprising then that we all want to ensure we invest

our money in a way that suits us best.

At Standard Bank, we provide you with a

comprehensive range of investment options so

whatever your approach and outlook, there’s

something that will meet your requirements.

If you want to determine your own strategy, you can

take advantage of our execution-only service where

we will act on your instructions and trade swiftly and

efficiently in investments such as equities, gilts, bonds,

unit trusts and offshore funds.

Alternatively, you can tap into and benefit from our

extensive knowledge, experience and global research

capabilities by using our portfolio management

services. Here you have the choice of either an advisory

or a discretionary service. Whichever you choose, we

will get to fully understand you, your needs andattitude to risk and proactively seek out opportunities

for you to build upon your existing wealth.



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Banking services - the complete palette

The mainstay of anyone’s financial needs is a reliable,

comprehensive and flexible range of banking services.

You can rely on Standard Bank to provide you with a

complete banking solution, with a full range of current

and savings accounts in a number of major and minor

currencies. So, whether you need ready access to yourfunds or are able to commit to a fixed period, you’ll

have in place the accounts that exactly meet your

requirements.

As well as comprehensive foreign exchange facilities

we are able to hold internationally traded securities

through our Global custodian. These and other assets

can be held as collateral for loans which can be drawn

in any of the major currencies.

Additionally we have the capability to issue Bank

guarantees to support facilities with other

international financial institutions.



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The Standard Bank Group

When you entrust your business to Standard Bank, you

know you have the support, backing and resources of

one of the largest emerging market financial services

organisations in the world and a name you can trust.

The Group’s international franchise is focussed on

developing markets and natural resources. Its activities

concentrate on the provision of banking services

connected with trade and international business flows

with an emerging market and resources emphasis.

These are delivered through a global network ofoffices located throughout the world’s major financial

centres and key developing economies.

Wealth management with Standard Bank

The next step

To find out more about our wealth management services please contact [email protected].



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The art of South Africa

With our African roots, Standard Bank is keen to support South African art and

many pieces are on display in our offices around the world. This page shows just a

small selection of the country’s wide range of styles and we are committed to

further encouraging its artistic success.



Standard Bank Jersey Limited is regulated by the Jersey Financial Services

Commission to take deposits; to provide investment business; and to conduct

fund services business. Standard Bank Jersey Limited is a participant in the

Jersey Banking Depositor Compensation Scheme. The Scheme offers

protection for eligible deposits of up to £50,000. The maximum total amount

of compensation is capped at £100,000,000 in any 5 year period. Full details

of the Scheme and banking groups covered are available on the States of

Jersey website or on request.

Standard Bank OffshoreTrust Company Jersey Limited is regulated by the

Jersey Financial Services Commission to provide trust company business.

Standard Bank Isle of Man Limited is licensed by the Isle of Man Financial

Supervision Commission to take deposits.

Standard Bank Isle of Man Limited is a member of the Depositors’

Compensation Scheme as set out in the Depositors’ Compensation Scheme

Regulations 2010.The Isle of Man has a Financial Services Ombudsman

scheme covering disputes relating to financial services offered in or from

within the Isle of Man to individuals.

Standard Bank Isle of Man Limited places funds with other parts of its group

and thus its financial standing is linked to that of the group. Depositors may

wish to form their own view on the financial standing of Standard Bank Isle of

Man Limited and the group based on publicly available information. The latestreport and accounts are available at www.standardbank.com/offshore

Standard Bank Trust Company (Isle of Man) Limited is licensed by the Isle of

Man Financial Supervision Commission to provide corporate and trust services

and is registered with the Isle of Man Insurance and Pensions Authority as a

Professional Retirement Benefits SchemesAdmini strator.

Standard Bank Trust Company (Mauritius) Limited is regulated by the Financial

Services Commission, Mauritius to provide corporate and trust services.

The above entities are wholly owned subsidiaries of Standard Bank Offshore

Group Limited whose registered office is at 47-49 La Motte Street,

St Helier, Jersey JE2 4SZ.

This document has been approved for the purposes of section 21 of the

Financial Services & Markets Act 2000 (FSMA) by Standard Bank Plc, which is

authorised and regulated by the Financial ServicesAut hority. Prospective

investors in the UK should be aware that the protections provided to investors

by the UK regulatory system established under FSMA do not apply to any

investment services or products provided by Standard Bank Offshore Group

Limited or any of its subsidiaries. In particular, investors may not be entitled to

compensation from the Financial Services Compensation Scheme, nor will they

be entitled to the benefits provided by the Financial Ombudsman Service or

other protections to customers under FSMA. Standard Bank Plc has

appropriate passports under relevant European Directives.

This does not constitute an invitation to buy or the solicitation of an offer to

sell securities or to accept deposits or to provide any other products or services

in any jurisdiction, to any person to whom it is unlawful to make such an offer

or solicitation, nor should it be construed to constitute any investment advice.

Legislation or regulations in jurisdictions relevant to you may prohibit you from

entering into certain transactions with us and we strongly recommend that you

contact your financial or legal adviser in this regard. It is your responsibility for

informing yourself about and complying with such restrictions.

Telephone calls may be recorded.

RMC2010.3518

Important information



Wealth is the product of man’s capacity to thinkAlexander Pope



Wealth Man Brochure

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