Page 16 - Axis Main Brochure 160221_Neat

PRIVATE WEALTH

SOLUTIONS THAT
HELP YOU SECURE

YOUR LEGACY

Building a lifetime relationship while helping you achieve your financial
aspirations is key. We understand that transparency, governance and
discretion are fundamental when we’re charged with protecting your
valued assets and legacy, in light of evolving regulation globally.

We provide bespoke private client services to the varied and sophisticated
needs of clients, including HNWIs, family o ces, independent Wealth
Managers and their clients. With deep expertise in creating trusts,
foundations and other structures, our well-established team boasts experts
from diverse areas of expertise, including lawyers, accountants and trust
professionals.

Our Specialist Services:
• Estate and Succession Planning Services to HNWIs
(use of Trusts / Foundations and associated vehicles
and provision of Fiduciary Services thereto)
• Services to Family-Owned Businesses including
(Financial Planning / Governance / Business Succession)
• Tax and Accountancy Services
• Trust Admin Services for foreign private client structures.
• Property Services

“We use Axis Fiduciary Ltd as our preferred trust company in Mauritius. Over the years we have referred many private clients
who had the need for estate planning services to Axis. We can testify that they have an excellent knowledge and
understanding of private client vehicles including trusts, foundations, private trust companies and associated structures. Our
clients have always been satisfied with the high level of services that Axis has provided them.”
ATIQ ANJARWALLA
Managing Partner, AC&H, UAE

16