Our Standard Wealth Management model is global and centered on that of an External Asset Manager. Finfax Financial Brokerage Firm has agreements in place with various globally acclaimed custodian banks. Our business model gives us the independence to advise on multiple custodian banks in comparison to being constrained by a single set of in-house solutions.

Finfax Financial Brokerage Firm endeavors to provide the highest standard of personalized relationship management. Our asset managers and relationship managers take their time to listen to clients and understand their requirements in detail on an individual basis in order to ascertain the right choice and mix of investment banking options. At Finfax Financial Brokerage Firm, we take great pride and honour in working side by side with our clients to understand their financial dreams and make them come true.

Our Global Wealth Management model includes but not limited to legacy planning, advisory services targeted towards individuals and corporations with investment portfolios and real estate / business assets, managing of clients’ private banking relationships with multiple custodian banks, negotiating cost effective fees across all private banking relationships, coordinating with the investment and corporate banking teams to facilitate clients’ business needs and producing consolidated investment statements, and thus providing clients with a holistic view of all of their private banking relationships.