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WEALTH SOLUTIONS

Ultra High Net Worth Individuals & families

We understand that significant wealth brings complexity. As your trusted partner, we use our expertise to create tailored solutions that simplify and solve these challenges, empowering you to achieve your goals. By actively managing every aspect of your wealth, we provide unwavering support and insight throughout your unique financial journey.
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At the heart of our client relationships are our Core Services:

  • Asset Management
  • Lending

These foundational services underpin our relationships with all clients. To address the unique complexities associated with significant wealth, we have developed an exclusive suite of services offered exclusively to our largest clients.

Family services designed to simplify.

At Cidel, we partner with you and your family to seamlessly manage the administration of all aspects of your wealth.

We work together with you and your family to address your needs holistically, combining our Core Investment Services with the areas of Legacy, Community and Administration.

Legacy

STRATEGIC WEALTH PLANNING

PHILANTHROPIC ADVISORY & EXECUTION

EDUCATION

Planning for the future is key to navigating the complexity of significant wealth. Whether your goal is transitioning wealth to the next generation or making a meaningful philanthropic impact, we will collaborate with you to customize your legacy plans.

Community & Access

Creating community is a key element of our role as your partner. We provide unique experiences and opportunities to connect with like-minded individuals, navigating similar circumstances.

Administration

BILL PAYMENTS

ADMINISTRATION

We seamlessly manage the administration of your wealth, allowing you to enjoy your lifestyle without the burden of day-to-day worries.

Partnership opportunities

Desciption
  • Tax & Estate Planning
  • M&A Transactions
  • Insurance
  • Family Law
  • Concierge Services
  • Family Counselling
  • Governance and Succession Planning

Ready to Talk?

Let us help you reach your financial goals. We look forward to getting to know you.
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Asset Management

Since 1999, we’ve been helping high net worth clients manage their money, from equity and bond portfolios to multi-asset class portfolios. Offering a broad range of strategies backed by a robust process, our expert team creates customized portfolios tailored to each client’s unique needs.
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Trust & Corporate Services

We strongly believe that smart planning and efficient structuring are the foundations of wealth creation and growth. At Cidel, we both advise on planning and implement structures, collaborating with clients and their advisors for seamless execution across multiple jurisdictions.
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Specialized Banking

As a private bank, we offer the scale and capability of a big bank with personalized, boutique-style service. Our banking platform provides clients with access to global markets, seamless lending solutions, and the ability to hold multiple currencies, allowing you to transact on the world stage.
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