Private wealth management involves investment advisory practice that incorporates financial planning, portfolio management, and other aggregated financial services for individuals. This also includes- management of trusts, funds, asset management and facilitation of succession plans.

We maintain great relationships with Financial Institutions and fund managers for clients that with Lumpsum Investments. This allows usu to negotiate interest rates based on the tenor the client is looking to go in for. By providing independent expert advice and suggesting appropriate investment structures to meet the expectations of investors, shareholders and management teams, we can help at each stage of the Investment placement