Managing And Preserving Your Wealth
|
Making
your wealth is one talent.
Making your wealth grow while
safe
and secure is another.
In this role, of wealth
management and preservation,
we rank among the
world’s
leading financial
institutions. |
Wealth
Management
Our position in the world of wealth
management rests on three principles
- Proven strategies
of investment management. Our approach is based on a
synergy of three proven strategies: global diversification, a
reliance on fundamentals and a long-term perspective.
- Individual
attention. The specific needs and objectives of each client
are carefully considered and weighed. We work with you and/or your
financial advisor to create an investment portfolio that will meet
your needs and expectations.
- Local access /
global presence. We also offer our clients an important
advantage -- access to the global economy through 22 financial
centres. Through your Investment Manager, you will have access to
an invaluable pool of global expertise and local market
knowledge.
How important is your
choice of portfolio manager?
Very important. In fact, independent
studies have shown that more than 85% of your investment returns are
determined by the way your asset mix is managed.
We keep our clients well
informed. You’ll receive --
- Regular reports showing all activity
and current values of your portfolio
- A complete range of administrative
services, such as income collection, foreign exchange, settlement
of transactions and cash management of uninvested balances
- Regular reviews with your investment
manager.
Why choose
First National for your
wealth management needs?
There are many reasons you might consider
the wealth management services of First National. For
instance, you may want to . . .
- have your wealth grow with a long-term
perspective
- have a professional manage your
portfolio rather than do it yourself
- enjoy the expertise and exclusive
personal service that First National offers
- take advantage of the growing number
of investment opportunities in other markets around the
world
- diversify your investments globally as
a financial strategy against today’s volatile political and
economic climate
- hold investments in a currency other
than your own
- diversify because all your assets are
in one country and/or in one currency
- retire or live in another
country
Wealth
Preservation
Our position in the world
of wealth preservation is derived from integrity, experience and
financial standing.
First National is Amsterdam’s
largest and oldest financial institution and Europe’s ninth largest
with over $1,443 billion under administration (of which
First National has over $121.8 billion) so you can enjoy complete
peace-of-mind.
We have years of experience and a wide
depth of expertise in trust creation, trust management, and estate
planning.
Simply stated, with a trust administered
by First National, you can be sure your legacy will be a
lasting one.
To learn more . . .
To learn more about First National Offshore
Bank wealth management and wealth preservation products and
services, please choose from one of the services listed below. Or
visit our private banking and wealth management services section,
specially created to address the unique requirements of high net
worth individuals.
| International Funds |
| International Trusts |
| International Custody |
| Investment Advisory (Full Service
Brokerage) |
| Discretionary Investment
Management |
Please Note:
Readers
should note that the value of investments can fall as well as rise
and investors may not get back the amount originally
invested.
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