FHG Limited

Wealth Management

Wealth management that puts people first.

What are your hopes and dreams? How do you envision your future and your legacy? Whatever your aspirations, FHG Limited is focused on helping you achieve them. We build deep and lasting relationships with our and follow the simple philosophy of doing what’s right.

Extensive wealth management experience — delivered with personal attention — provides our clients with confidence, knowing their Financial Advisor serves as a true partner in strengthening their families’ financial futures. Our advisors have a broad network of experts and resources, enabling them to deliver solutions to help build, protect, and pass on your wealth for generations to come.

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A Specialist Approach

Risk Management

We develop effective risk management strategies to help protect your people and reduce your total cost of risk. Through this practice, we are working with all stakeholders in the sector.

Finance Solution

We provide tailored and comprehensive financial solutions designed for all your business needs. We all accompany types of structures - SMEs, associations or large groups - from all sectors of activity

TO OUR CLIENTS

Customized plans to suit your needs

INDIVIDUALS & FAMILIES

We regularly work in tandem with accountants, attorneys and other professionals who are seeking to provide the highest level of service to their own clients. We aim to be a reliable and trustworthy partner who can assist you in meeting the wealth planning and investment management needs of your most discerning clients.

BUSINESS OWNERS & EXECUTIVES

We have deep experience assisting both business owners and corporate executives. For example, our team can assist with business succession planning by helping owners project their financial needs following the sale of a company. Likewise, we can help corporate executives with considerations for grant and option planning to maximize their stock options.

TRUSTS & ESTATES

We can help with many facets of estate planning, so you can pass on your wishes and values to future generations. Our Trust Relationship Specialists develop long-lasting relationships with the families, helping to preserve what you’ve built. In addition to a full range of trust services, our team can also help administer your trust, freeing loved ones of the burden of paperwork and tax-keeping. Reach out to us and secure your legacy.

ENDOWMENTS & FOUNDATIONS

We serve nonprofits of all types, and will design an investment plan to support your organization. Guided by your growth objectives and risk tolerance, we can assist with a range of planning and investment needs.

Research-driven Capital Markets

Equity Capital Markets

Capital Markets business is based on a strong belief that industry expertise, experience in structuring and executing transactions.

Investment Banking

Our clients expect and demand industry expertise. In fact, the degree to which your investment bank understands your industry.

Fixed Income Capital

The Fixed Income Capital Markets of FHG Investment is a national leader in raising capital through fixed income banking.

Trust Services

We help you work towards the achievement of life-long goals today and shaping your legacy for the future, Every day, for every client.

We’ll care for your wealth as if it were our own.

A global network of experts. A comprehensive range of first class Investment, Wealth Management and Credit Solutions for private and institutional clients.
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