© 2017-2019 Bill Morrisons

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Office Tel: +603-7688 4468

CORPORATE ADVISORY

TOTAL RISK MANAGEMENT

Building “safety-nets” at different stages of business growth. Segregating business and personal wealth for proper asset-liability management.

BUSINESS SUCCESSION PLANNING

Identifying Key Areas Of Business Risks & Concerns e.g. Business succession and continuity, personal asset/wealth protection and transfer. Setting up Buy-Sell Trusts or Establishing Foundational Structures for Personal ringfencing of assets, creditor protection and succession control.

CORPORATE INCOME AND INVESTMENT PLANNING

Wide range of structured products and Retail Bonds. Innovative products/bespoke solutions at competitive pricing with access to a large panel of private banks. Collaboration with our multiple private banks’ Equities Research team to identify the best investment ideas and themes.

OUR SERVICES
MASS
AFFLUENT

Your financial matters are unique to you and incorporates all the things you value most – your family, your home, your passion, your work, your legacy. Your financial need changes at every life stage. It requires care and attention. At Bill Morrisons, we will designate a Professional Advisor to help you plan and manage your financial needs every step of the way. We have a wide range of wealth management solutions to support your needs be it income protection, savings for education, planning your retirement, accumulating your wealth and planning your legacy.

PRIVATE
WEALTH

At Bill Morrisons, we understand every individual and family has unique dynamics, goals and levels of risks. By gaining an in-depth understanding of your specific needs and objectives, we can help you in...

CORPORATE
ADVISORY

We offer wide range of structured products and Retail Bonds. Innovative products/bespoke solutions at competitive pricing with access to a large panel of private banks. Collaboration with our multiple private banks’ Equities Research team to identify the best investment ideas and themes.

Need more details?
Contact us today!