Private Wealth Management - Make your money work as hard as you do!
Zimnat offers a wide range of investment products that accommodate different investor risk and return preferences. Our personal financial solutions give access to expertise and investments typically reserved for large corporations, financial institutions and governments.
When a new client comes to Zimnat, our relationship begins with a discovery process – an in-depth dialogue to identify all the factors surrounding and defining the client’s wealth. This includes the client’s short and long-term goals and concerns, the structure of his or her holdings, and the client’s exposure to – and tolerance for – risk. The client’s dedicated team and wealth management specialists then work with the client to construct, implement and monitor an asset allocation strategy that will help the client achieve his or her many objectives.