Private Wealth Solutions
PWS provides a wealth management platform and is Azura's approach to long term integrated wealth management. We approach our clients' financial needs holistically within the context of their overall net worth, providing a consolidated and comprehensive offering, featuring Azura's unique value proposition:
- Strong multiple-custodian relationships
- Strategic asset reviews
- Innovative technology solution
- Overarching risk management approach
Given our independent platform, diverse human capital, and financial acumen we provide innovative solutions for our clients, helping build an optimal capital structure and acting as a line of defence.
Private Wealth Solutions Includes:
- Consolidated Reporting, featuring multi-custodian and private assets
- Independent Third-Party Reviews
- Assets & Liabilities Solutions
- Portfolio Construction, Management & Risk Monitoring
- Intergenerational Wealth Planning
- Debt / Equity Financing and Structuring
- M&A / Corporate Finance
- Board Representation