Steve Whyburd, head of UK business development for Mondiale said Mondiale’s UK service will offer a range of RDR-ready, highly tax-efficient and internationally-portable investment portfolios aimed at HNWI and UHNWI.
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The proposition will also include a multi-asset guaranteed capital investment vehicle.
The firm will provide these products and services in partnership with wealth managers, private banks and other professional intermediaries.
The main feature of the service will be a dedicated fund option which will give access to a wide range of alternative and mainstream assets in a bespoke portfolio through a discretionary manager.
Investors will also be able to put their money into the firm’s multi-asset guaranteed capital funds.
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By GlobalDataAdditionally, the Mondiale offering will provide a cross-border life assurance policy, which will serve as a tax-efficient, open architecture underlying investment platform.
