Wealth wise trust offers a variety of services to help you manage your finances no matter where you are or what time of day is most convenient. Our personal and business internet banking tools enable a wide selection of services that make handling your banking smooth and simple, while our mobile app is filled with tools that help meet your needs when you’re on the go. We can help develop your financial vision and make it a reality. We provides a true “open platform” for investment products, being able to purchase on behalf of the Client any asset from any bank or issuer and to hold them through our reputed Custodian and Correspondent Bank network.
We protect each of your properties as a rare and precious object by preserving it from any attempt to wealth to the next generation. We offer a Trust service on any type of property you own. aggression, with delicate discretion. We offer all trust services for Companies and Individuals starting with consultancy and then management of the different types of Trusts. Trusts are generally used to preserve property and wealth, but they are also a way to simplify the transition process. a way to simplify the transition process of such a trust. We take both these advantages into account when looking for the best strategy for our client. our client. We also provide all the necessary ancillary services within the framework of our contractual trust relationship, from the point of view of tax accounting and reporting for example, thus helping to consolidate the relationship. for example, thus helping to consolidate resources and reduce costs. All this makes us a flexible partner capable of adapting to the multiple needs that each individual needs that each individual, in his or her uniqueness, may have.
Buying or selling an asset or property is an activity full of pitfalls and pitfalls. You should always check and ensure the safety of your company and its interests. Our guarantee brokerage protects you against people who intend to deceive you. We act on any transaction and any asset that is the subject of the transaction, including exchange of packages of cryptocurrencies. We monitor transactions in order to avoid risks and protect your protect your interests, Our customers enjoy a successful buying and selling experience without any Our customers can enjoy a successful buying and selling experience without problems related to non-collection or non-delivery of goods. Our team acts as a third party to facilitate the transaction between you and your buyer/seller. buyer/seller. With a trustworthy professional third party by your side you can be sure that any transaction, whether buying or selling, will be legitimate and compliant with the rules. Wealthwise KB acts as a mediator between you and the buyer/seller. We will guarantee the items involved in the transaction as well as payment, together with the documents We will guarantee the items that are the subject of the transaction as well as the payment, together with the documents relating to the transaction, until the transaction is completed.
By combining the investment and merchant banking worlds, we have created an environment similar to that of traditional banking that is suited to meeting the specific needs of our clients in each of the international financial environments in which they find themselves. We achieve this by listening carefully and continuously to our clients, their perspectives and their needs. Through understanding their need to use our products and services and the utility they expect to derive from them. We are able to articulate their vision We are able to articulate their vision in such a way as to arrive at a successful implementation of the solution adopted.
Wealthwise KB, a Swedish registered trust company, offers you a on-shore encrypted trust account with an attached debit card. Debit Card linked (available from October 2021). The account is trust-shielded, meaning that no one can know of its existence existence unless you tell them. The fiduciary shielded account is the ideal solution for depositing dormant sums waiting to be reinvested, away from overly aggressive tax regimes, uncertain banking systems and complex family situations. It is a "security" account for those who, in a forward-looking manner, want to protect themselves financially by depositing in secrecy while having the same functions as a traditional bank account. Suitable for those who have earned income from brokerages, royalties, fees or received interest outside their country of residence, it is ideally suited to those who have traded crypto currencies or forex and are looking for a discreet and absolutely safe deposit. If you have active stocks on an exchange or wallet obtained from cryptocurrencies, or gambling accounts or earnings from brokerage, marketing, royalties, rights, this is the secure and discreet discreet solution you have been looking for. Our officers are on hand to advise you on the best way to protect your right to financial privacy, whether you are loading your account or transferring or withdrawing through our personalised debit cards. Access your account through a secure login and password.
Use the features of the software to view and manage your account. You can also define or book outgoing transfers with TAN security codes, or make transfers between your different currency accounts. As soon as our back office receives your orders we execute the transactions quickly and efficiently and you will be notified by email, resulting in an immediate update of your account. immediate account update. A prepaid credit card is the most efficient and secure way to facilitate payments to service providers, partners and customers. payments to service providers, business partners and customers. Advantages: Fast payments, multi-currencies, convenient and efficient, speed-to-market, secure integration, full service, low acquisition costs, brand visibility. No bank account or credit history required.
If you are thinking of pooling your family assets to manage them more efficiently, we can create a dedicated fund or a tailor-made family fund to suit your personal, professional and financial circumstances. Dedicated Funds offer great transparency and flexibility and can be used to manage many types of assets, both financial and non-financial, alternative and traditional, listed and unlisted, thereby simultaneously protecting, managing, structuring and enhancing family wealth. Dedicated funds help to simplify complex financial complex financial rules and consolidate family assets Dedicated Funds help simplify complex financial rules and consolidate family wealth, while managing to meet the different needs of each family member. We can help you create your own fund and can provide you with all the necessary support in terms of administrative skills that will enable you to efficiently manage your family wealth and achieve your objectives.
Protect your assets and preserve family wealth. We are ready to work together with you, your family and your trusted associates and advisors, such as your lawyer or accountant, to provide creative, up-to-date and accurate solutions and strategies to help you with your estate planning. The aim is to develop a customised project that meets your objectives at a reasonable cost for large or small properties. Wealthwise KB Trust offers you its knowledge and a personalised service to accompany you for the lifetime.
Wealth wise trust state-of-the-art platform, combined with customized service from leading providers, offers you a simplified experience. With Wealth wise trust as your cryptocurrency IRA custodian, you benefit from one of the industry’s most advanced platforms, which offers:
In addition to the features listed above, you receive access to industry-leading cryptocurrency providers and an investing experience customized to your comfort level. Choose from the companies below to begin the account-open process or start investing through their website. You’ll receive the unbeatable combination of Wealth wise trust-leading cryptocurrency platform and account custody, plus the service and expertise only these providers can offer.
Acting in both public and private debt transactions, as Bond/Note Trustee we represent the interests of the bondholder/investor during the life of the transaction, enforcing the terms of the bond where required and acting as a link between the investor and bond issuer.
In the highly demanding and fast paced lending environment, the Facility Agent (sometimes known as the Intercreditor or Loan Agent) acts as liaison between the lenders and the borrower in all aspects of the transaction.
Our expertise and commercial attitude allow us to partner with the lenders to support the management of the facility as a fully independent agent.
