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Growing and protecting your wealth means constantly adapting to market conditions and changes in regulatory and tax environments.

Failure to do so leaves you exposed to threats

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THE BENEFITS

Enjoying financial security and freedom

Helping your children become independent

Seamlessly transitioning your wealth according to your wishes

How we’ve helped others

Crafting a Tailored Solution for Long-Term Prosperity

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Securing a Global Future from Local Success

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Safeguarding a Legacy for Generations

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Levantine & Co. Investment Partners Ltd © 2022 | 128 City Road, London, United Kingdom, EC1V 2NX

United Kingdom FCA-regulated activities are performed by LEVANTINE & CO INVESTMENT PARTNERS LTD regulated as an Appointed Representative with FRN 974296. LEVANTINE & CO INVESTMENT PARTNERS LTD is an Appointed Representative of Finex LLP which is authorised and regulated in the UK by the Financial Conduct Authority (“FCA”) with firm reference number 507537.

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CASE STUDIES

CRAFTING a TAILORED SOLUTION for LONG-TERM PROSPERITY

CHALLENGE:

Leyla, an executive based in Europe, faced financial dilemmas when relocating to Turkey with substantial wealth tied to company shares. Preserving her wealth and securing her retirement was paramount.

OUTCOME:

Leyla now commands a resilient, diversified long-term investment portfolio that mitigates risks and boosts potential returns. Ongoing collaboration with Levantine & Co. ensures her portfolio adapts to life’s changes, ensuring a secure and thriving financial future.

SOLUTION:

Addressing her wealth concentration and retirement concerns, specialised tax advice was sought. We then transitioned her assets into an international pension plan, enhancing tax efficiency and asset protection. Her concentrated stock position was gradually integrated into into a custom Levantine & Co.-managed portfolio, aligning with her financial goals and risk tolerance.

CASE STUDIES

SECURING A GLOBAL FUTURE FROM LOCAL SUCCESS

CHALLENGE:

A successful businessman in Johannesburg aimed to secure his retirement in the UK. We needed to address the complexities of global financial planning and asset management beyond South Africa.

OUTCOME:

Strategic diversification, an international pension, and a versatile portfolio now set the stage for our client’s retirement. His legacy is well-protected, offering financial security for the next generation. Our partnership has secured his and his descendants’ aspirations.

SOLUTION:

We prioritised Asset Externalisation and Diversification to reduce risk by spreading investments beyond South Africa. Additionally, we recommended establishing an international pension to safeguard against financial uncertainties. Succession Planning ensured a smooth transfer of wealth to future generations via a diverse, adaptable multi-asset growth portfolio.

CASE STUDIES

SAFEGUARDING A LEGACY FOR GENERATIONS

CHALLENGE:

Adrian, a second-generation owner of an international manufacturing business, faced challenges as his father, William, had amassed substantial family wealth overseas without a clear investment strategy. Ensuring a seamless wealth transition and strong governance was crucial.

OUTCOME:

This approach, with regular reviews, improved family communication, minimised key risks, strengthened governance, and enhanced succession planning. It secured the family’s legacy for future generations.

SOLUTION:

We consulted with a tax advisor to create a tax-efficient plan. We also developed an internationally diversified portfolio with a focus on long-term growth. By collaborating with a Swiss Bank, we then seamlessly integrated our portfolio with their diverse range of alternative asset solutions, giving Adrian and William exclusive access to our expert advisory services within one of the world’s foremost private banking platforms.

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