Juniper Wealth & Investment Banking

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Open Architecture

  • Unlike Private banks, who make commissions on in-house or related investment product sales, we do not make any commissions from the investment products, managers & advisers we recommend for portfolio or services hence making our advice truly unbiased & in best interest of your wealth.

Holistic Advice

  • Unlike Private bankers, who are traditionally trained to sell products as part of their wealth training, our Wealth advisers have years of experience in Europe/America with careful approach to create long term investment plans enabling you to augment wealth & successfully pass it to future generations through careful succession planning. Besides through associated family office services they help family confidantes to meet family aspirations through professional family governance & conflict management.

Global knowledge

  • Unlike Private banks, who offer in-house products from a small stable of investment products from either on-shore market or off-shore, we offer truly cross-border selection from a wide universe of investment products/managers in Europe, America, Asia & India, helping you to efficiently create a global, diversified & stable asset portfolio.

Technology Strength

  • Unlike Private banks, who are still running legacy systems thus limiting dynamic asset allocation & consolidated reporting capabilities, we have deployed latest technology platform to provide consolidated NAV reporting on your global asset portfolio on a real-time basis thereby giving control in your hand to know what your global portfolio is worth at any given time.

 

 
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