© 2017-2019 Bill Morrisons

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Office Tel: +603-7688 4468

PRIVATE WEALTH

"The Goal isn't just about Money.
The Goal is Living Life on your Terms."

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 various areas :

PRIVATE CONSULTATION

Identifying key areas of personal/ Business Risks & Concerns e.g. Business succession and continuity, personal asset/wealth protection and transfer

ASSET PROTECTION & WEALTH PRESERVATION

Setting up private Trusts or Establishing Foundational Structures for Personal ringfencing of assets, creditor protection and succession control.

Taking control of wealth creation and preservation via Universal Life Insurance (ULI) for Family wealth preservation, inheritance tax, liquidity and business continuity.

CUSTOMISED INVESTMENT

Establishing A Professionally Managed & Well-diversified Investment Portfolio for Medium to long term investments aimed at meeting sustainable growth.

INNOVATIVE BESPOKE SOLUTIONS AT COMPETITIVE PRICES

Wide range of structured products and Bond papers. 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.

LEGACY & ESTATE PLANNING

Succession planning aimed at a structured distribution of wealth. For Ongoing Assessment Of Your Wealth Management Needs, We conduct ongoing reviews aimed at adapting your strategy to your changing financial and family needs

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!