Murat's story
Please note:
This section shows examples of common client scenarios and how we could help them build their wealth. These case studies are based on our typical clients.
Select case study:
Murat looks to take advantage of opportunities to grow his wealth outside of Turkey and wants to bank through London because of its international reputation. He also needs a dedicated point of contact so he doesn't have to deal with different people each time he contacts the bank. A cautious investor, Murat has always been keen to get ongoing guidance to ensure his investment portfolio is up-to-date and achieving his needs.
Murat's needs:
- Ongoing financial support and investment advice.
- The opportunity to invest outside of Turkey.
- One point of contact.
We can help him by:
- Enabling him to invest through London, holding his wealth in a secure market outside Turkey.
- Appointing a Turkish Relationship Manager to support and advise him.
- Giving him the opportunity to have full wealth management reviews whenever he requests them.
- Developing a portfolio that potentially grows his wealth, but also has some principal protected elements, with a range of Mutual Funds and Structured Notes.
- Enabling him to keep a portion of his wealth secure in Time Deposits which he can hold in Sterling, Euro and Turkish Lira.