Regional and International Banking
• Bank in Botswana, South Africa and Zambia.
• Bank in the Isle of Man and Mauritius.
Create business structures in Africa and beyond
• Register a company in Botswana, South Africa and Zambia.
• Register a company offshore
Protect your wealth
• International life cover
• International health cover
Grow your wealth through local and international investments
• Investment products managed by Bard Santner
• Buy International property
• Retirement savings
Structure and transfer your wealth
• Local and international trust formations
Philanthropy
• Structure your giving and let your money outlive you
Whether it’s managing assets for growth, generating income, or preserving capital, our team leverages a disciplined investment process and rigorous due diligence to construct portfolios that align with our clients’ objectives and risk preferences. We provide access to a wide range of investment opportunities, including equities, fixed income, alternative investments, and private equity, to help clients achieve their financial goals.
Our Wealth Management advisors provide comprehensive financial planning services to help clients navigate life’s financial complexities and achieve their long-term goals. From retirement planning and education funding to tax optimization and estate planning, we develop personalized financial plans that address all aspects of our clients’ financial lives. By taking a holistic view of their finances and incorporating their unique circumstances and aspirations, we empower clients to make informed decisions and achieve financial peace of mind.
Bard Santner offers specialized estate planning services to help clients protect and transfer their wealth efficiently to future generations. Our team works closely with clients to develop customized estate plans that address their unique needs and objectives, while minimizing tax liabilities and ensuring a smooth transition of assets to heirs. From wills and trusts to charitable giving and legacy planning, we provide comprehensive solutions to help clients preserve their legacies and leave a lasting impact.
At Bard Santner, our clients can be assured of discretion, exceptional client service and our focused attention to their unique needs. Our dedicated team of Wealth Management professionals is readily available to provide personalized advice, timely communication, and proactive support every step of the way. We strive to exceed our clients’ expectations and deliver value-added solutions that help them achieve their financial goals and aspirations.
Regional and international banking
Create business structures in Africa and beyond
Protect your wealth
Grow wealth through local and international investments
Structure and transfer your wealth
Philanthropy
We believe your portfolio should reflect your circumstances, goals, risk tolerances and personal preferences.
We believe a diversified portfolio that evolves over time based on your needs and market conditions increases your likelihood of financial success.
We believe rigorous research and selection of investments and opportunities while being mindful of cost, taxes and other factors that impct your portfolio are essential to you achieving your goals.
We work with individual and institutional clients.
Minimum amounts depend on what you would like to do. These will vary among products.
We do not have a blanket charge. Charges will depend on the product – some products have direct charges, others do not. Our Financial Advisors will clarify charges for you.
First, we need to meet and do a fact find to determine the best wealth management plan, tailored to your circumstances. Thereafter we move to implementation, then periodic reviews when the plan is in motion.
