Private Client
At Horizon Premier Capital, the private client division is an exclusive segment dedicated to providing tailored financial services, personalized attention, and specialized wealth management solutions to high-net-worth individuals, affluent clients, and families. This elite service is designed to cater to the unique financial needs, aspirations, and complexities of affluent clientele.
Services Offered:
- Wealth Management:
- Personalized investment strategies aligned with the client’s financial goals and risk tolerance.
- Diversified portfolio management, including asset allocation and investment advisory services.
- Access to exclusive investment opportunities, such as private equity, hedge funds, and alternative investments.
- Private Banking:
- Customized banking services, including high-limit accounts, specialized lending, and mortgage solutions.
- Priority access to tailored financial products and services, such as lines of credit and premium credit cards.
- Comprehensive cash management services and transactional banking tailored to individual needs.
- Financial Planning and Advisory:
- Holistic financial planning covering retirement planning, estate planning, tax optimization, and generational wealth transfer strategies.
- Expert advice on philanthropy, trusts, and charitable giving to align with the client’s philanthropic goals.
- Concierge Services:
- Dedicated relationship managers providing personalized service and acting as a single point of contact for all banking and financial needs.
- Exclusive access to luxury lifestyle services, travel assistance, and privileged experiences through partnerships and affiliations.
- Education and Networking:
- Seminars, workshops, and educational sessions on financial topics relevant to high-net-worth individuals.
- Networking events and access to a network of professionals, experts, and like-minded individuals.
Key Features:
- Confidentiality and Privacy: Discretion and confidentiality are paramount, ensuring client privacy and security of their financial information.
- Personalized Approach: Tailoring services to meet individual client needs, goals, and preferences, providing a bespoke banking experience.
- Expertise and Guidance: Access to a team of experienced financial advisors, investment managers, and specialists to guide clients through complex financial decisions.
- Technology Integration: Leveraging technology for seamless access to accounts, information, and services while maintaining a human touch in client interactions.
At Horizon Premier Capital’s private client division, the focus is on building long-term relationships, understanding clients’ aspirations, and delivering exceptional financial solutions and services to help clients achievements.