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Abu Dhabi-based wealth solutions provider partners with Mashreq

By Alina Khan, 18 Sep 23

To promote its arranged wealth solution

Abu Dhabi-based global wealth solutions provider Secura International has partnered with the financial institution Mashreq to promote its arranged Wealth Solution, Global Advantage Plus (GAP) to its clients.

The plan combines international investments and wealth transfer solutions via the Jersey Trust Structure through a global custodian.

Secura International’s wealth solution allows individuals, families and entities to lock in wealth while achieving financial security across a range of investment options.

The investment platform has around 300 mutual funds from more than 30 asset managers.

Individuals can also participate in model portfolio solutions which will be offered by Invesco.

Scott Boug, chairman of Secura International, said: “Many people equate offshore trusts solely for tax planning, but the reality is trusts can be used for the preservation of family wealth, succession planning, protection of assets and commercial and charitable purposes.

“We are therefore truly proud to offer a unique range of services to high-net worth clients of the bank, which combines an investment platform with wealth transfer solutions.”

Tags: Abu Dhabi | Mashreq

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.