Our Services

Your Future, Your Needs, Your Objectives

WEALTH MANAGEMENT

ADVICE ON PLANNING YOUR WEALTH

The Goal of Wealth Management is to create sustainable foundations for the preservation, growth, and succession of the Wealth. Wealth Management combines both financial planning and specialized financial services, including personal retail banking services, estate planning, legal and tax advice, and investment management services. At BTA we can provide you with the required support and guidance to organize your wealth in such a way that will release you from the stress and burden that this may involve. This is achieved by enabling our knowledge in combination with our expertise, by listening carefully to you, your worries, needs and aspirations. We analyze the wealth, its environment, jurisdiction, familiar situation, and all the other factors that may impact your wealth’s objectives. Starting from the basics such as wills, pensions and protection cover, to wider concerns such as supporting a good cause, running a family business, or passing on your wealth, we can guide you every step of the way.

We can execute, ourselves or through selected partners, the proposed plans:

  • Financial Planning
  • Protection Cover
  • Wills, Trusts and Estate Planning
  • Family Business

Simplicity, Efficiency, Preservation, Growth

Let Us take care of all the formalities when it comes to this chapter of your life, while You just enjoy it.

Fund Management Services

The Aim of the Fund Management Services is to broader the selection of investment opportunities and create efficiency in all possible aspects. We are licensed Fund Managers and through this service we provide a robust and comprehensive management of Clients’ wealth by implementing the necessary analysis on Clients’ profile, in regard to the environment of the wealth, asset classes, jurisdiction and other factors that may impact Clients’ investment objectives. Vast expertise with different jurisdictions (DIFC, Cayman, Lux) and asset classes (Market Securities, Real Estate, Commodities, Private Equity).

BTA can support and execute the proposed plan by:

  • Fund setup and its registration with local entities
  • Draft the Investment memorandum and its investment policy
  • Liaise with all service providers for the Fund (Legal, Auditors, Fund Administrators, Custodian)
  • Asset Management

Would you be interested in finding out more about Wealth Management?

Contact us

ASSET MANAGEMENT

The Art of Management the Investments is defined by implementing various strategies and mandates. Our dedicated group of specialists ensures to meet the goals, objectives, and risk profile of our Clients’. This is achieved by applying our skills, vast experience and in combination with our high-tech tools, to provide sustainable results.

Custody

BTA offers the service of the Custody, thus Clients can open an investment account directly with BTA.

Discretionary Mandates

For the Clients that do not have the time or knowledge, nor do they want to get actively involved with their investment decisions, we design and manage the portfolios on their behalf. This is achieved by fostering dynamic techniques designed to adjust over time according to markets’ demands as well as Clients’ needs.

Investment Advisory Mandates

We advise our Clients and together we discuss the investment opportunities and options through investments strategies and specific themes that help them pursue their investment objectives, aspirations and targets.

Brokerage

For the Clients that are passionate about investing, do have the time and would like to actively manage the portfolios themselves, we can provide them with the tools through our platform to execute their trading orders efficiently and promptly. Our philosophy and approach is to create the prerequisites for our Clients to have a one point of Governance of their wealth if they wish so.

Would you be interested in finding out more about Asset Management?

Contact us

CORPORATE ADVISORY

Being Entrepreneurs ourselves, we can understand the necessity for support with opening the gateways to fulfil targets and business aspirations. We Provide enterprise-wide needed support for our entrepreneurs Clients. BTA provides bespoken advisory services for corporates taking advantage of market opportunities.

Clients can have the support required in collaboration with BTA to:

  • Identify market acquisition opportunities, implement sector-specific strategies, manage and execute the entire process, and offer exit solutions
  • Leverage BTA’s management network and strategic partners to provide local and regional insight
  • Fundraise activities and engage in capital market services
  • Restructure plans, including due diligence management, valuation, and execution
  • Advise on capital structure allocation, partnerships, JVs, and outsourcing structures
  • Treasury Risk Solutions, Risk Management (interest rate, foreign exchange, credit risks and commodity risks), Cash and Liquidity Management, Corporate Funding and Capital Management

Reasons to Choose Us:

  • Powerful systems and access to market for achieving the best products and rates
  • Qualified individuals with experience in hedging strategies
  • Fast response with identification and execution of FX hedging structures
  • Charges are based on the client’s objectives and the provided service
  • Profound understanding of capital markets
  • Independent and objective advice
  • Corporate and investment banking experience
  • Support along the financing cycle
  • Transparency

Would you be interested in finding out more about Corporate Advisory?

Contact us