Global Wealth Management
Our Global Wealth Management model is centered on that of an External Asset Manager.Oasis Charity Organization has agreements in place with various globally acclaimed custodian banks. Our business model gives us the independence to advise on multiple custodian banks in comparison to being constrained by a single set of in house solutions.
Oasis Charity Organization endeavors to provide the highest standard of personalized relationship management. Our asset managers and relationship managers take the time to listen to clients and understand their requirements in detail on an individual basis so as to ascertain the right choice and mix of investment banking options. We take great pride in working side by side with our clients to understand their financial dreams and turn them into a reality.
Our Global Wealth Management model includes but is not limited to legacy planning, advisory services targeted towards individuals and corporations with investment portfolios and real estate/ business assets, managing the client’s private banking relationships with multiple custodian banks, negotiating cost effective fees across all private banking relationships, coordinating with the investment and corporate banking teams to facilitate the client’s business needs and producing consolidated investment statements thus providing clients with a holistic view of all of their private banking relationships.
Wealth Management Products
Oasis Charity Organization’ core strategy revolves around a bespoke tailoring approach. Our teams conduct extensive research and analysis in order to identify customer segments with a particular need and then develop products and services to cater to that particular niche. We carefully craft each bespoke investment product to meet the risk/ reward appetite of every client on an individual basis. Our product development team together with the Asset and Relationship Managers ensures that the client’s each and every need is met by engaging in proactive dialogue with our clients.